Sheila Tarr Independent Financial Services

Independent Financial Adviser 54 Botley Road, Park Gate, Southampton, Hampshire, SO31 1BB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Vanessa Edmunds Dip PFS
Mortgage & Protection Adviser
adviser-person
Rebecca Katy Jane Fritter APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
John Howse Dip FA MIFS CeRER
Independant Financial Adviser
adviser-person
Jeremy Tarr Dip PFS
Independent Financial Adviser
Where to find us

54 Botley Road, Park Gate, Southampton, Hampshire, SO31 1BB

Make an enquiry
About us

Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy. Very simply we offer the following;

A personal and friendly service, Independent and Impartial advice, Value for money, Annual Reviews, Specialist Research on all products available to Independent Financial Advisers, Honesty and No Jargon.

Our services

Financial Planning is not just for the wealthy. It is a process that everybody should follow in order to get the most out of life. Put simply, Financial Planning involves working out what's most important to you and your goals in life. Then, by adding timescales and costs, you can work out how to get where you want to be by planning your finances accordingly. Your goals could be planning for retirement, buying a home or saving for your child's education. It could be an individual matter or an overall review of your financial position and objectives.

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

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