Threshold Financial Services Ltd

Restricted - Whole of Market  Unit 1-2, The Brookside Centre, Winchester, Hampshire, SO23 9AP
First meeting at adviser's own cost
Delivering trusted, easy to follow financial advice to meet your financial objectives
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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Buy to let
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Buying first home
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Mortgage protection
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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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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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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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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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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Matt Halder
Managing Director

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.

Vince Molloy APFS
Chartered Financial Planner

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.

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

Accreditations
Chartered Financial Planner
About us

Threshold Financial Services Ltd was established in 2004 and delivers high quality financial advice to our clients across the South. We offer home based and evening appointments for added convenience. Threshold Financial Services Ltd are proud to be part of Openwork, one of the largest financial adviser networks in the UK who ensure the advice we deliver is compliant, suitable and of a high quality. In addition, we will only recommend financial products that have passed Openwork's demanding due diligence requirements to ensure that your money is placed with financially strong, trusted and regulated provider(s). We have over 50 colleagues at Threshold, including a number of dedicated mortgage brokers and protection advisers.

Our services

We deliver face to face advice on pensions, investments and protection. Our particular specialism is pensions and retirement planning. We offer a free initial consultation to chat through any issues and discuss how we can help.

Where to find us

Unit 1-2, The Brookside Centre, Auckland Road, Southampton, Hampshire, SO15 0SD

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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