We are a Fareham based firm of Indedendant Financial Advisers(IFA) focussing on wealth management.We care for our clients financial future in a way banks & large financial institutions cannot - to us financial peace of mind is more than just percentages.This gives clarity,control & confidence to allow clients to live the life they want to live today & always.
Whilst clients may want & need financial advice they should always retain financial control,that is why when we manage a clients wealth there is no minimum contract term for our comprehensive service.We simply charge 0.07%per month of the investments we manage,subject to a minimum investment of £100,000.
Industry
Financial Services, Investment Services, Banks & Financial Services
HQ Location
2 THE POTTERIES
WICKHAM ROAD
FAREHAM, HANTS PO16 7ET, US
Keywords
SIPP/SSAS/Pension Management/advice. and Portfolio Management for individuals & trusts.