Liberalis

Independent Financial Adviser  Longshot, The Grove, Hampshire, Southampton, SO31 5FP
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FCA authorised
Last authorised 26th July 2021
A Chartered Financial Planner with proven experience producing high quality – high retention business
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Estate planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
MR Alasdair Hall FPFS
Chartered Financial Planner
About us

Professionalism ►►►► Attention to detail ►►►► Compliance ►►►► Excellent Personal Organisation ►►►► High level of self discipline ►►►► Regulatory awareness ►►►► Record keeping ►►►► Treating Customers Fairly ►►►► Referrals from clients ►►►► Repeat Business ►►►► No complaints ►►►► Professional development ►►►►►►►►►►►►►►►►► Contented clients

Our services

Continue to build long term client relationships built on honesty, trust, respect and Professionalism treating customers fairly throughout the advice process from initial contact to on-going reviews.
Listen and understand client needs to help them achieve their goals.
Maintain continuing professional development thus ensuring I continue to provide the highest quality of service to clients whilst maintaining high levels of compliance.
Build a successful practice that is regarded by others as a model firm.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Longshot, The Grove, Butlocks Heath, Netley Abbey, Hampshire, Southampton, SO31 5FP

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