Southsea Office

35, Marmion Rd

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

Financial Advice Southsea

Investment Advice

Planning your investments can take a back seat to some of life’s more pressing matters and finding the time to research and plan can be difficult, especially with busy work schedules. Consulting a financial advisor can help you to maximise your investment’s potential, while taking the time consuming work away from you. With insider knowledge of the financial sector, an independent financial expert will be able to speed up the process whilst bringing to light the best options for you.

In a no obligation meeting, we will find out where you want to go with your investment and how you feel about investment practices and risk. After your needs have been established, we’ll draw up a tailor made plan that follows your requirements.

Mortgage Advice

Securing a mortgage in today’s economic climate can be particularly hard work. Advice from an independent mortgage advisor can be invaluable to you, whether you’re a first time buyer or want to switch your mortgage to a better rate. Even releasing equity from your property has pitfalls – but a financial advisor can help you to navigate these and find the optimal route forward.

A mortgage is a major decision, not just financially. We know how important the commitment you make is  – that’s why we’ll meet with you along the way to guide you through it. Our mortgage experts will be on hand to help with paperwork and to ensure you’re in the know – avoiding any unwelcome surprises.

Pensions Advice

A state pension isn’t right for all of us – and your current pension scheme might not be adequate for your needs. When retirement comes, nobody wants to find themselves with a shortfall. Preparing for retirement now might seem a little premature, but there really isn’t a better time than the present to start organising things.

Our independent pension advisors will work with you to make the search for a new pension as simple as possible. Whether you already have a pension and need an impartial assessment or you are after your first mortgage, a meeting with us is the first step to a worry-free, comfortable retirement.

Life and Illness Insurance Protection

Losing a family member is an ordeal that none of us ever want to face. Being struck with a serious illness or disability changes everything in an instant. We can never know what the future holds, but should the worst happen we’d all like to know that our family is protected.

Preparing for the future with life insurance and serious illness protection can be discussed with our impartial financial advisors, ensuring that you and your family are covered should you ever be faced with the unthinkable. We’ll base your options on the level of cover you want and your current income.

Contact us to see how we can help ...

Free phone: 0800 612 8099*