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
9.4 /10
FCA verified
16th September 2019
Delivering trusted, easy to follow financial advice to meet your financial objectives
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying first home
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
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.

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