Romsey Office

44 The Hundred
SO51 8BX

Email us: [email protected]
Call us on: 0800 612 8099

Financial Advice Romsey

Investment Advice

Getting help from a financial advisor is a great way to get the most out of the many investment options that are out there today. Of course you can go it alone, but you’ll need to set aside a huge amount of time for planning and research. Plus, there are hundreds of investment opportunities to choose from. An independent investment expert will know the daily ebb and flow of the financial marketplace. With their knowledge, you can make the best decisions with your money.

We like to meet potential clients to find out what you’d like your investment to achieve. There’s no obligation – it’s just to learn more about what kind of approach you want to take and what your attitude is towards risk. Once you’re on board, we can work with you to create a personalised plan to fulfil your goals.

Mortgage Advice

We’re living in tough times and getting a mortgage is difficult – making it a good time to consider calling in an expert to help you through it. Whether you need to release equity or want to save money by switching an old mortgage agreement to a new one, we can help you to find the best deal and offer our assistance throughout the whole process.

A mortgage is probably the biggest financial commitment a person will make in their lifetime, making it  particularly important to get right. We’ll meet you and discuss your current situation, how you can make savings and even how you can make yourself more appealing to lenders. With our mortgage experts to hand, you can rest assured that there won’t be any nasty surprises or unexpected, unnecessary payments.
Pensions Advice

Retirement might seem a long way away – a lot of people tend to forget that failing to prepare for it can leave you with a big shortfall when it comes around. If you’re in the market for a first-time pension or you want to maximise the potential of your existing pension, our advisors can help you. We’ll study your existing policies, giving you advice on how suitable they are for you. If its your first pension, we will find the best solution for you. You’re never too young to be thinking about retirement and how you’ll fund your life after work. Let us guide you through your pension plan so you can look forward to a happy retirement.

Life and Illness Insurance Protection

Finding out that you have a serious medical condition or losing a family member changes your life in an instant. At times like these, keeping your finances in order is not something you would want to be thinking about. Being prepared for the unknown and making steps towards providing for your loved ones after you’re gone can give you and your family the peace of mind that if the unthinkable should happen, they will be protected from financial worries.

Our dedicated team of impartial advisors can help you get the best out of life insurance protection and serious illness protection policies, to protect the ones you care about most. We will help you find the best package, tailored to your income and needs.

Contact us to see how we can help ...

Free phone: 0800 612 8099*