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  11. Sanctuary Wealth Planning

Sanctuary Wealth Planning

Independent Financial Adviser  The Sanctuary, Romsey, Hampshire, SO51 6EE
First meeting at adviser's own cost
I provide clear, trusted and independent financial advice to private clients and small businesses.
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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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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Accident & sickness
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Critical illness
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Healthcare
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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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Estate planning
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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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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Simon Lipscombe
Principal and Chartered Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Accreditations
Chartered Financial Planner
What our clients say
Simon is knowledgable and is careful to select the best options for my requirements and takes on board my preference. He is easy to talk to and can communicate sometimes complicated information at my level of understanding and can answer my queries. He is diligent in safeguarding my interests and making changes where necessary.
Mrs Rudland-Wood, Brockenhurst
At our regular meetings, Simon reviews our situation and goals, and advises accordingly. He understands are attitude to risk and our future aspirations.I have been a client of Simon for a number of years, and have always found him to be approachable, and I trust his judgement.
Mr and Mrs Almond, West Moors
He listens to the client needs & whilst making his professional recommendations, he doesn't try to impose his own ideas
Mr and Mrs Willoighby Crisp, Verwood
Simon ihas always been extremely reliable and very professional at all times. He has a very good understanding of our requirements and ensures we are fully briefed and has always given us very good advice.
Mr and Mrs Jarvis, Lymington
In my dealings with Simon I have found him to be very thorough and diligent. He is approachable and quickly responds to questions or requests for meetings. I am confident that he has the requisite knowledge in the areas where I need advice and that he has provided me with advice appropriate to my circumstances.
Mr and Mrs Wealtherley, Chandlers Ford
Simon is very professional and very easy to talk to, he is also very approachable, helpful and patient and will go to great lengths to explain a situation when I can not fully grasp it. An all round good egg and I feel he is extremely trustworthy.
Mrs Hill, Cadnam
Having been advised by Simon for at least 7 years We have had no cause to be concerned by his advice and recommendations. He has taken us through two partnerships until he formed his own. Each transfer went without incident to our satisfaction.
Mr and Mrs Price, West Moors
We asked for a Life Financial Plan on our retirement. Simon listened well, obtained a clear picture of our current financial state, and provided an excellent planning sheet to role-play different scenarios for the future. We therefore feel comfortable with the plan we agreed on, and the investments he has recommended and put in place.
Mr and Mrs Oldrey, West Moors
We found Simon's explanation of our financial plan very thorough. Everything was made very clear, including his charges and of what they are comprised.He is both personable and professional.
Mr and Mrs Johnston, Chandlers Ford
Have always found Simon to be most helpful, and considerate in my dealings with him. He explains the aspects of Financial Planning and Investments in a way which can be easily understood, and would have no hesitation in recommending him.
Mr and Mrs Veal, Lymington
We have known Simon for several years as a financial advisor. He is thorough, efficient and competent. He is a pleasure to do business with. He carries out what he undertakes to do. He explains things well and inspires confidence in his judgement.
Mr and Mrs Blake, Lymington
Simon has always been a great adviser for us. He has the ability to explain financial issues so that we can understand them. We have an annual review but know that we can contact Simon at any time by phone, which we have done on several occasions.Simon is very friendly, but also professional and extremely efficient. So far any advise given to us by Simon has had good results, even though the economic climate has been poor.
Mr and Mrs Davidson, Lymington
Simon is always very professional and takes time to explain sometimes quite complicated and in-depth financial issues, which is great for someone like myself who is not that savvy about pensions and implications at retirement.
Mrs Jones, Verwood
We have known Simon Lipscombe for several years during which he has given us sound advice. He has contacted us when there are good investments to be made, follows the financial market for our benefit and regularly reviews our financial position. We have an annual meeting which normally takes about 2 hours. He is a pleasant gentleman and very enthusiastic in his approach and in our opinion does an excellent job.
Mr and Mrs Scragg, Verwood
I had several old dormant pensions from previous employers and wanted to sort them all out and see how I was from a retirement income position. Simon took all the details of the old pension companies and got in touch with them to find out the amounts in each and how they were performing. He then asked me how much i thought I would need to retire comfortably and using this information he proposed moving all the old pensions into one and also contributing to it regularly to achieve the pension required. I am now thanks to Simon in a position to achieve a financially secure retirement and also this goal will be annually monitored so I will always know how i am doing. I am very happy with the result of the consultations and will be staying with Simon as my financial adviser and strongly recommend him to anyone else looking to do the same.
Mr and Mrs Bowler, Southampton
Having taken a career break from work with 2 different pensions and investments, I needed professional advice to consider the best options for management of my finances. Simon provided an extremely thorough and detailed analysis of our current situation and ensured that he fully understood our requirements before offering his clear and well considered advice. We were particularly impressed by Simon's professionalism and his focus on listening well, offering potential solutions and balancing it all with a clear exposition of risks and opportunities. His service is in marked contrast to that which I have experienced before and I would have absolutely no hesitation in recommending him. We now have a well balanced and well managed portfolio and have already seen significant financial benefit that amounts to many multiples of the fees paid to Simon - the best value for money service I have paid for in a very long time!. I found his service to be excellent throughout.
Mr and Mrs Borland, Salisbury
We needed advice on what to do with pension funds and some savings investments on retirement. Simon fully explained the various options available and looked at our finances as a whole. He made sure we understood everything and we were then able to agree a long term strategy. Everything has been handled well. Investments and income are as intended.
Mr and Mrs Fairweather, Wellow
I required advise for investments and pension. Simon gave me excellent advice and explained the pros and cons of different investement and pension options extremely well. I'm more than happy with the outcome.
Mr Carroll, Lymington
About us

I provide well researched, independent and personalised quality advice to private clients and small businesses. As an independent adviser I strive to offer the best possible tax efficient solution and will always explain the features and benefits of my advice so that clients feel comfortable and can make an informed decision.

Based on the edge of the New Forest in Plaitford between Romsey and Salisbury I service clients within 45 minutes by car. I have clients in Romsey, Salisbury, Southampton, Ringwood, Winchester and all surrounding villages.

I am recognised as a Chartered Financial Planner and a Fellow of the Personal Finance Society which are accreditations held by less than 10% of financial advisers. This provides an indication of the depth, breadth and quality of financial advice you can expect of me.

Good financial advice doesn't stop with providing the initial advice and I believe that it is essential to build a last lasting relationship with clients where your interests come first. I provide ongoing active and comprehensive reviews of your objectives and investments to ensure that your hopes and aspirations will continue to be met and to ensure that your investments are

Our services

I specialise in providing retirement planning and investment advice to the majority of my clients including reviewing existing pensions & investments to make sure they meet their retirement and other objectives and their pensions and investments work as hard a possible for them to achieve that. Specifically, I help clients make those crucial decisions when they retire, sell a business, or receive an inheritance or windfall, or wish to consider how to pass on their assets in the best way possible.

Where to find us
Head office address: The Sanctuary, Salisbury Road, Romsey, SO51 6EE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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