Encompass Financial Management Ltd

Independent Financial Adviser  The Galleries, Sunningdale, Berkshire, SL5 9QJ
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FCA authorised
Last authorised 14th June 2021
Helping you get financially well organised, providing you with confidence, reassurance and peace of mind about your financial future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Wayne Phillips Dip PFS
Director & Financial Planner
MR Sean McGonagle Dip PFS
Director & Financial Planner
MR Mark Courage DipPFS
Director & Financial Planner
MRS Sue Drake DipPFS
Director & Financial Planner
About us

We were established in 2004 and celebrated our 10 year anniversary in 2014. Between the 4 Directors we now oversee £120m of client assets. We have two offices, in Chandlers Ford & Sunningdale and a support team of 5 who are encouraged to become as qualified as the Financial Planners they support.

Our services

We are more than Financial Planners, we are a highly specialised and dedicated team of people focussed on helping you plan and invest for your future, with your financial interests at the heart of every decision we make. We believe we are different because we start with learning about you not just your finances. We devote as much time as possible to truly understanding you, your ambitions and your financial needs. Then we can help you take control of your finances, making them work the way you want them to rather than letting them control you.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

The Galleries, Charters Road, Sunningdale, Berkshire, SL5 9QJ

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