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

We are Independent Financial Advisers "IFA's" & Planners offering bespoke financial planning and advice for the Self Employed, Company Directors, Executives and Small Business Owners. This involves their own financial planning & business advice & looking after their employees planning.

We are based at Cams Hall Estate in Fareham (see picture below), with clients across the Hampshire, Dorset and West Sussex areas.

Our clients benefit greatly from being able to discuss the issues in their business with us quite often they will already know the answers and solutions that are required, but it is great to be able to have the trust off the client and be able to offer a second opinion for these ideas. Our clients really value this aspect of our service!

Financial Advice for the Self Employed

Throughout your business life, we can advise in many areas, some of which you may not have thought of or considered. We work with you to help you to make the most of your hard work.

We are happy to work on a fee basis, commission basis (payment from suitable financial products) or a combination of the two, whichever suits you and your circumstances best.

An initial consultation, either at your home, office or our office usually lasting approximately 1 hour, is offered at no charge and we can decide together in that time the way we can provide you with the appropriate advice and planning that suits what you are looking to achieve.

As an IFA we have access to all companies that market their financial plans and products in the UK and can make an unbiased judgement as to those most suited to your needs and aspirations. Most importantly we work for you, the client, not the providers.

If we can help you on a specific matter at this time, or for a general review of your financial position, do use the 'Contact Us' form or call us on 01489 581500.

We typically work with Small Business Owners, the Self Employed, Company Directors and Corporate Executives in the local community including Portsmouth, Southampton, Fareham, Winchester, Eastleigh, Gosport, Peters field, Chichester, Bournemouth, West Sussex, Dorset, Hampshire and the surrounding areas.