If you are looking for independent financial advice, then we are here to help. 

Whether it be financial advice regarding 

• Pensions and retirement

• New or existing investments 

• Funding a residential or nursing care home

• Inheritance tax 

we want to hear from you, call us.

We are a small financial planning practice based in Stubbington Fareham in Hampshire. Small yes, but not in relevant expertise and personal attention. 

 

We provide the residents of Stubbington, Lee on Solent, Alverstoke, Titchfield,    Hill Head, Fareham and Gosport with a personal financial planning service.

 

Here with the modern standards you expect, together with the old fashioned service you want.

How can we help?

What area do we cover?

Put the car and sat nav away - you don't have to find us, we come to you - discover the areas we support.

Come in and Meet us

HOw are we paid?

We have an open and transparent fee structure. 

 

So you can decide for yourself, when we meet for the very first time - our time is free.

 

How reassuring is that?

What are the benefits of Independent advice?

Why use an ifa?

Advice

Chartered

first meeting free