Garwood Wealth Management Ltd

Independent Financial Adviser  Garwood Wealth Management Ltd, Fareham, Hampshire, PO16 7AN
First meeting at adviser's own cost
Dedicated to high quality, independent, financial planning advice. We are directly authorised by the FCA so have no external influences on choosing the most suitable pensions and investments for our valued clients. Review meetings are every 6 months.
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
Response rating
7.0/10
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FCA authorised
Last authorised 27th September 2021
Meet our advisers
MR Kris Garwood DipFA MLIBF
Executive Director & Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th September 2021

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