Fareham Office

21 West St
PO16 0BG

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

Financial Advice Fareham

Investment Advice

You might be perfectly happy to undertake your investment planning alone, but having an impartial financial advisor on your side can help you get the top pick of the investment deals on the market. Planning investments can be a long and laborious venture, with hundreds of of investment options out there. An independent expert will have in depth knowledge of the daily changes within the marketplace, ensuring that you benefit from the latest opportunities.

In a preliminary, no-obligation meeting with our potential clients, we will find out what you want to get out of your investrment. We’ll discuss risk and get your thoughts on ethical investing. We’ll find out what kind of access you’ll need to your money. After we’ve got the full story, we’ll work with you to draw up a personal plan to meet your requirements.

Mortgage Advice

Getting a mortgage has never been harder, making this a great time to appoint the services of an independent expert. You might find yourself stuck, with an outdated mortgage that’s costing you over the odds. Switching to an updated mortgage can help you save a considerable amount of money.

Whether you want to release equity, pay off your mortgage or find a new one, we can help you find the best deals and get you through the paperwork. As one of the most important financial decisions you’ll ever make, we take mortgages seriously. We will meet with you to assess your current situation and any ways you can save money. Our mortgage advice experts will be on hand to find you the best lenders and make sure you avoid any hidden clauses or other unwanted expenses.

Pensions Advice

When you’re thinking about finances, it can be easy to overlook pension provision – but nobody wants to be left going without when retirement age comes. If you’re interested in preparing for the future now with a new, first time pension or you want to improve the potential income from your current scheme, our independent financial advisors can help. We can assess your existing policies and discuss improvements or seek out the best schemes for first time investors. Whatever your needs, we’ll help make your retirement comfortable.

Life and Illness Insurance Protection

When life takes an unexpected turn and you face serious illness or lose a loved one, the last thing you need to be worrying about is money. While we can’t see what the future hold, preparing for the unforeseen is considered by many, especially those with families, as an essential requirement. Having life insurance protection or serious illness cover in place as part of your financial planning will give you and your loved ones the peace of mind they need should you ever be faced with the worst.

Being prepared now can take the weight off you and your family in times of trouble. Our impartial advisors will work with you to find the best life and illness cover, based on your income and the level of cover you need.

Contact us to see how we can help ...

Free phone: 0800 612 8099*