Providing advice and financial planning for the Self Employed, Entrepreneurs, Small Business Owners & Executives

Who Do We Work Best With

I specialise in providing Independent Financial Planning and Wealth Management advice and work predominantly with the following types of clients on both their personal and business lives:

·         Small and Medium Sized Business Owners

·         Entrepreneurs

·         The Self Employed

·         Corporate & Business Executives

They tend to be people who realise there may be a better way of obtaining Independent Financial Planning Advice and who have more complex financial issues that we can help to solve!

My Aim

My aim is to put more money in your back pocket than I charge in fees and if I cannot I will tell you at outset and direct you to someone more suited to your needs.

Providing a Cohesive Financial Plan

My clients often have a range of different investments, savings and protection policies and do not know whether these are suitable and most importantly what benefits they provide or retirement they are on target for.I can help to pull all this information together into a cohesive plan.  We have found that people with a written plan are 80% more likely to achieve it and I would like you to be one of the 80%!

An Advisor you can trust and build a long term relationship with

My clients often talk through their deepest secrets and concerns so we aim to be someone you can trust and talk honestly to in strict confidence.

The option of Fee Only Financial Planning Advice

Often the advice I give does not involve the selling of a financial product.  I therefore have taken the step of offering advice on a Fee only basis.This option ensures you will not have to buy a product to pay for our advice as you may have done in the past with the Banks or other Advisers.

My fees are always discussed and agreed upfront ensuring you will not get any nasty surprises at a later date!

Great, Personal Service and Ongoing Delivery of Advice

I believe passionately in my business and operate on a scale where I can give the one to one support and guidance that you deserve. This ensures we do not deal with too many clients and really look after you! 

Free No Obligation Consultation

An initial consultation, is available at my office and is offered at no charge to you.  We can decide whether we can help you and deliver the value added that I believe every client deserves.

I would welcome any feedback on our website and the service we provide both positive and negative. Please feel free to phone me directly or write whichever is more convenient to you. We look forward to dealing with you over many years and creating truly satisfied clients.

Please contact me on 01329 888494 or email me using our contact page to arrange a mutually convenient time to get together and outline in more detail what a difference we can make to your financial future.

Kind regards

Greg Simkin BA (Hons) MIFP

Independent Financial Planner

We typically work with clients in the following areas, Portsmouth, Southampton, Fareham, Winchester, Eastleigh, Gosport, Petersfield, Chichester, Hampshire and the surrounding areas.