Who we are

We are a firm of Independent Financial Advisers, authorised and regulated directly by the Financial Conduct Authority. We aim to help you plan for life’s ups – and downs - and to show you that personal finances are more enjoyable than you might think. We also aim to provide a tailored personal service and build our client relationships for the longer term. Our clients are mainly private individuals, in some cases two or even three generations of the same family use our services. All our discussions are in total confidence.

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Where we are

Our offices are in Fareham High Street - the old part of the town centre. We can offer free car parking nearby and a welcoming face. Visit the link to the map below to find out more about how to find us. We look forward to meeting you. For new clients the first meeting is, usually, at our expense.

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What we do

We provide advice on a broad range of financial planning issues facing individuals as life takes them through the various stages: school/college, first job, marriage, career changes, family life, ‘empty nesting’, retirement and beyond...

We help our clients set their financial goals and objectives, considering aspects such as taxation and risk attitude, and design a bespoke strategy towards achieving the right outcome. Most importantly, we review and monitor our recommendations, adapting them to meet changing circumstances.

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The firm aims to embody "Treating Customers Fairly" principles into its approach to all client dealings. For more information on this important concept please visit the FCA website at www.fca.org.uk