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

10th June 2019

Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- Mortgage protection
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Make an enquiry Request a call back 03300 988661 Recommend to a friend

Meet our advisers

Vince Molloy FPFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Chartered Financial Planner (CII)

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.

Accreditations

Matt Halder

Managing Director

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

What our clients say

Fantastic meeting with Vince, very professional service and some great advice. Will be highly recommending! Thanks Vince

Marcus L, Southampton

I'm self employed and had a number of pensions that I'd accumulated over time. It was great to get them under one roof and I now have a better understanding of what I can expect from my pensions when I retire. Thank you Vince!

Nigel H, West End

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 is proud to be part of Openwork, one of the largest financial advice networks in the UK who ensure the advice we deliver is both 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.

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.

Make an enquiry Request a call back 03300 988661 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- Mortgage protection
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

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.

Make an enquiry Request a call back 03300 988661 Recommend to a friend

Contact options

Make an enquiry Request
a call back 03300 988661 Recommend to a friend

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