Threshold Financial Services Ltd

Financial Adviser (Restricted Whole of Market) Unit 1-2, The Brookside Centre, Auckland Road, Southampton, Hampshire, SO15 0SD
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
24th June 2019
Delivering trusted, easy to follow financial advice to meet your financial objectives
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Bad credit
    • Buy to let
    • First time buyers
    • Mortgage protection
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
Meet our advisers
Vince Molloy APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Matt Halder
Managing Director
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Clients are welcome to have a family member or friend present at our meetings. A copy of our proposition brochure outlining our services and fees, is available on our website.

Similar advisers near you

Independent Financial Adviser 0.21 mi
Chartered Financial Planners for wealthy families and business owners in Hampshire.
 
Independent Financial Adviser 0.31 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.49 mi
 
 
Independent Financial Adviser 0.99 mi
Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.