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 - your first meeting is free, so contact us today.

We currently do not offer face to face appointments. However we would be happy to arrange an appointment via telephone or your preferred video conferencing service such as Facetime, Zoom and Skype.

Heeding Government guidance we are keeping this policy under constant review. 

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 YOU?

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?

WhY use an IFA?

What are the benefits of INDEPENDENT ADVICE?