Solent Financial Services Ltd

Independent Financial Adviser  22 Shore Road, Hampshire, SO31 9FU
First meeting at adviser's own cost
Solent Financial Services Ltd is a family run business providing traditional values such as, honesty, integrity and professionalism.
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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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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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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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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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
Response rating
9.0/10
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
MR Steve Hunka DipPFS, Cert CII (MP & ER)
Director

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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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 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 basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
We have been dealing with Steve for a few years now and have always found him a pleasure to deal with. He has advised us on many financial matters including mortgages, pensions and insurance . I would have no hesitation in recommending Steve and Solent Financial Services to anyone.
Mr C - Aug 2016, Park Gate
Steve was fantastic in helping us to get a mortgage at a very competitive rate in a very short time frame. He was professional and efficient and provided a 5 star service. I could not have asked for more and would highly recommend this company
Mrs F - Jan 2017, Scotland
We recently contacted Solent Financial Services for help and advice on getting a mortgage. I am happy to say that we are in the final stages of our house purchase and would highly recommend using the services of Steve and Teresa. They are efficient helpful and very quick to respond to our enquires. We will definitely use them again in the future.
Jo and Mary - Sept 2016, Fareham
Steve not only gives great service and advice, also goes the extra mile and thinks out of the box. Clear, concise and meets deadlines, even responds to emails when out of the office on leave. I always recommend Solent Financial to anyone who is looking for advice, wouldn't consider using anyone else!
Richard, Brown
About us

Solent Financial Services is a family run practice, providing truly independent financial advice and solutions to both private and corporate clients.
We provide independent advice on all areas of financial planning, such as those shown above and provide specialist advice on the NHS pension and benefits scheme.

We provide a life assurance comparison service and a pension consolidation service.

We pride ourselves in building long term relationships with our clients and carry out regular reviews.

Our services

With over 20 years of experience Solent Financial Services has gone from strength to strength and is today a respected provider of top quality independent financial advice.

Being independent, we are able to ensure that you receive the very best products for your needs both over the short and longer term.

We pride ourselves on reviewing our clients on an annual basis.

Where to find us
Head office address: 22 Shore Road, Warsash, Hampshire, SO31 9FU
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 17th January 2022

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