Gallagher

Independent Financial Adviser  Victoria House, Southampton, SO30 4AB
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FCA authorised
Last authorised 14th June 2021
Gallagher is a Chartered, progressive financial planning and wealth management business with a commitment to providing professional advice and high
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 & 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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Critical illness
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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
Meet our advisers
MR Charles Cavendish FPFS
Chartered Financial Planner
MR Nick Lee
Regional Director
About us

At Gallagher we provide a comprehensive range of financial planning and wealth management services to help individuals, trustees, and companies

Our services

We do not adopt a 'one size fits all' approach. We recognise that everyone is different and we offer a range of solutions to ensure that whatever our client’s needs, we can help them to succeed financially.

Our aim is to provide truly objective advice based upon a rigorous assessment of a client’s situation. We report clearly to clients on their existing position and discuss their future goals to ensure we deliver a solution that is right.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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