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.
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.
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