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  11. Garwood Wealth Management Ltd

Garwood Wealth Management Ltd

Independent Financial Adviser  Garwood Wealth Management Ltd, Fareham, PO16 7AN
First meeting at adviser's own cost
We are dedicated to and value all of our clients. We treat them as individuals with bespoke requirements and provide high quality, independent, financial planning advice. We operate across the south from Bournemouth to Chichester and beyond.
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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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
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EEA
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Corporate pension
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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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Long term care
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Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022
About us

We have over 14 years of financial planning experience specialising in investments, pensions and financial protection. Areas of expertise include, retirement planning, retirement income generation, long term investments, tax efficiency, Inheritance Tax planning, school fee plans.

Our services

We believe that everyone is individual and our recommendations are bespoke and personally tailored. We pride ourselves on being able to communicate well with our clients and at the level of our clients' understanding regardless of their experience of investing. When it comes to delivering personal financial planning advice we believe that there is no such thing as a stupid question.

Where to find us
Head office address: Garwood Wealth Management Ltd, 10 High Street, Fareham, PO16 7AN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022

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