If you are looking for an Financial Advisor for independent financial advice, then we are here to help. We provide the residents of Stubbington, Lee on Solent, Alverstoke, Titchfield, Hill Head, Fareham and Gosport with a personal financial planning service. Here with the modern standards you expect, together with the old fashioned service you want.
Stubbington IFA, your local independent financial adviser - discover the difference for yourself.
Stubbington IFA, your local independent financial adviser - discover the difference for yourself.
Services
My aim is to give you the reassurance that when you trust your financial planning to us you will be dealing with someone who has a high level of knowledge the relevant expertise and unquestionable integrity.
When it comes to financial advice the quality of the service you receive depends on the quality of the individual providing it.
My experience is supported by a wide range of high level qualifications which includes the Financial Planning Certificate (FPC), Equity Release, Long Term Care, and the Diploma in Financial Planning.
When it comes to financial advice the quality of the service you receive depends on the quality of the individual providing it.
My experience is supported by a wide range of high level qualifications which includes the Financial Planning Certificate (FPC), Equity Release, Long Term Care, and the Diploma in Financial Planning.
This is to give you opportunity to find out how best we can work together, without you worrying about the cost.
You simply need to set aside some time to talk to us.
The introductory meeting gives new clients the platform to tell us in general terms what they expect from us, the scope of advice they require, and the level and frequency of ongoing service they will need.
Remember there is no charge for the first consultation and absolutely no obligation.
After the initial free consultation, we will agree with you whether we are to be paid by means of a fixed fee payable by you, or by means of a fee incorporated in the cost of any financial product you buy, or a combination of the two.
You simply need to set aside some time to talk to us.
The introductory meeting gives new clients the platform to tell us in general terms what they expect from us, the scope of advice they require, and the level and frequency of ongoing service they will need.
Remember there is no charge for the first consultation and absolutely no obligation.
After the initial free consultation, we will agree with you whether we are to be paid by means of a fixed fee payable by you, or by means of a fee incorporated in the cost of any financial product you buy, or a combination of the two.
You may be looking to invest for capital growth or perhaps a regular income, whatever your requirements we can help - talk to us.
Do you know how your investment is being used, is it supporting things or people that you don't want to support for example - Arms sales and Tobacco production?
Depending on your circumstances the State may provide some help towards the cost of care, but in most cases the cost falls on the individual or their family.
Inheritance tax can erode the value of your estate to the detriment of your loved ones, if this is a concern then tell us, we can probably help.
Do you know how your investment is being used, is it supporting things or people that you don't want to support for example - Arms sales and Tobacco production?
Depending on your circumstances the State may provide some help towards the cost of care, but in most cases the cost falls on the individual or their family.
Inheritance tax can erode the value of your estate to the detriment of your loved ones, if this is a concern then tell us, we can probably help.
If you agree that advice from someone who is impartial and unbiased is important to you, then we believe the right person to ask for advice is an Independent Financial Adviser (IFA).
An Independent Financial Adviser is the only type of adviser who can give you unbiased and impartial advice.
The world of financial services can be both confusing and daunting, so where do you go for financial advice.
The bank or building society?
This would be an obvious first stop for most people.
Yet consider, would you buy a TV from a shop that only sold one brand?
An Independent Financial Adviser is the only type of adviser who can give you unbiased and impartial advice.
The world of financial services can be both confusing and daunting, so where do you go for financial advice.
The bank or building society?
This would be an obvious first stop for most people.
Yet consider, would you buy a TV from a shop that only sold one brand?
If you have a preference, please tell us how you would like us to respond to you, phone or email.
By using this contact form you confirm that you have read and accepted our Data Protection Statement.
We will treat any personal information you provide as confidential and held in accordance with the Data Protection Act 1998.
By using this contact form you confirm that you have read and accepted our Data Protection Statement.
We will treat any personal information you provide as confidential and held in accordance with the Data Protection Act 1998.
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