We are a firm of Independent Financial Advisers dedicated to providing a highly professional service to our clients, spread predominately across Hampshire, Sussex & Surrey.

Offering recommendations and advice on all areas of financial planning and wealth management.

It is our belief that a face-to-face consultation is still of paramount importance in order to be able to tailor advice to an individual’s specific requirements.

We pride ourselves in being able to combine the ethos of a traditional company, in offering a professional and confidential service, with the most up-to-date asset management theories; drawn from our extensive knowledge of the investment industry, which includes experience in the field of stockbroking and through the achievement of the Investment Management Certificate, a prerequisite qualification for a position in the fund management arena.

Our company specialises in the construction of investment and pension portfolios, as well as reviewing existing fund holdings. Looking in detail at the fund range and asset allocation in order to maximise the potential returns from a portfolio, whilst providing investment diversification and paying particular attention to the volatility of the funds involved.

Delivering solutions to needs in the following areas, Trustee Investments, Inheritance Tax Planning, Offshore Investing, Long Term Care Provision and the full spectrum of retirement issues including pension provision (Stakeholder, PPP, SIPP & SASS), Options at Retirement: Annuity/ Enhanced Life Annuity / Unsecured Pension (Income Drawdown) , the purchase of commercial property within a SIPP and dealing with the investment of the proceeds of a Pension Sharing Order following a divorce settlement.

Maybe you are simply looking for advice on the best ways to maximise the income/return produced by your cash held on deposit or from monies you have invested, we can talk you through all of your options. If you require a Guaranteed Income for Life then a Purchased Life Annuity may provide a solution.  

We have affiliations with independent professional connections in relation to equity release schemes, commercial loans and mortgages.

We also have an association with a Will writing professional who has over 30 years of experience in this field working within the confines of a solicitor’s practise.

If you would like to discuss any financial matters please do not hesitate to telephone us on 01730 233003 or call into the office - where one of the team will be more than happy to assist you.