Havant Office

7 North St

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

Financial Advice Havant

Investment Advice

Getting investment advice from a financial advisor might seem unnecessary if you plan to manage your own investments. The truth is, the whole process is extremely time consuming and there are so many options available. It makes choosing the right path difficult. An independent expert in investments will know the market inside out and they’ll be right up to date with the constant changes that take place within finance.

Having one of our experts on hand, we’ll have a friendly meeting with you to discuss your goals and how you’d like to achieve them. Once we have your needs assessed, we can build a personalised plan that fits you perfectly and gets your investment working for you.

Mortgage Advice

Mortgages today are very different affair to those of old. With economic difficulties affecting the majority of us, there’s never been a better time to consult an independent mortgage expert. With no ties to any particular lender, you can be assured of unbiased advice that is tailored to you. What’s more, we can help you with paperwork and anything you encounter during the process.

Modern mortgages can help you save money and our advisors can switch yours over to a better deal. If your new to the market, we can find your first mortgage and discuss ways to make a prospective lender more likely to accept your application. Releasing equity from your home can fund big events in your life and with our experts on hand, you can be sure that there won’t be any hidden surprises lurking in the small print.

Pensions Advice

We all hope to live to a ripe old age. Retirement might look a long time away if you’re still building your career but it will eventually come around, so being prepared for the future is as important as ever. To avoid running into financial strain after retirement, start planning a pension. It’s never too soon to be thinking about it.

Our advisors and pension experts will study your existing pension scheme and give you feedback. We’ll advise you on any improvements that can be made and discuss any better options. If you’re in the market for your first pension, we will find the leading schemes available and help build a comfortable future for you and your family once you’ve retired.

Life and Illness Insurance Protection

Life doesn’t always go as we plan. The loss of a family member can be devastating, leaving little room for financial stresses to be playing on your mind. While we can’t always prevent these events, we can prepare for the unknown. Having adequate, manageable life insurance and serious illness protection in place can alleviate the worries faced in a ‘what if’ scenario.

Advice from an independent, impartial advisor means that you’ll get the best package available to protect the ones you love. We will help you find the right level of cover and personalise your plan based on your income.

Contact us to see how we can help ...

Free phone: 0800 612 8099*