Moneysprite

Restricted - Whole of Market  Upham Farm, Southampton, Hampshire, SO32 1JD
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FCA authorised
Last authorised 1st March 2021
Financial Advisers providing mortgage, wealth management, and specialist financial advice to private and corporate clients across the UK.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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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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Right to buy
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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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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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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Long term care
Meet our advisers
MR Jody Sturman
Financial Adviser
MISS Kate Hambry
Mortgage & Protection Adviser
MR James Berry
Paraplanner
MR Stuart Scott
Mortgage & Protection Adviser
MISS Kayleigh Williams
Mortgage & Protection Adviser
MISS Liz Obee
Mortgage & Protection Adviser
MR Daniel Whitton
Mortgage & Protection Adviser
MR Darren Slaney-Hutchins
Mortgage & Protection Adviser
MR James Jenkins
Mortgage & Protection Adviser
MRS Justine Woodward
Mortgage & Protection Adviser
MR Stuart Hillyer
Business Development
MRS Donna Hayes
Business Protection Adviser
About us

Our aim at Moneysprite is to work together with you, our client, to establish your needs, priorities and financial goals. We will then find and deliver the most suitable solutions and implement them.

What is more, we always aim to be truly customer focused and ensure that everything is explained clearly, precisely and in a friendly manner.

We offer a plain and simple approach - we do the leg work whilst you stay happy in the knowledge that you are obtaining great deals on mortgages, investments and protection with well known partner brands you can trust, from an ethical company that puts clients at the heart of everything we do.

Our services

- Mortgages (residential, BTL, bridging, development)
- Life Insurance
- Critical Illness Cover
- Family Income Benefit
- Pensions
- Investments, bonds, VCT, EIS, ISA
- Permanent Health Insurance
- Buildings and Contents cover
- Unemployment Insurance
- Trusts
- Business protection, for key man and shareholder protection, is a specialty.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Upham Farm, Upham Street, Upham, Southampton, Hampshire, SO32 1JD

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