Business Details
Trusted Independent Financial Advisers in Southbourne & Basingstoke
Established as independent financial advisers, we prioritise client needs through tailored financial strategies. Our firm operates under the regulatory oversight of the Financial Conduct Authority, ensuring impartial advice free from institutional influence. With over two decades of combined experience, our partners deliver bespoke solutions for private and corporate clients. We focus on long-term financial security, addressing goals from retirement planning to wealth preservation. Our approach begins with understanding individual circumstances to create actionable plans.We maintain transparency in all recommendations, adhering to strict professional standards. Client relationships form the core of our practice, reflected in our sustained service to the Southbourne and Basingstoke communities. Our expertise spans tax-efficient investments, pension optimisation, and risk management. We utilise digital tools to enhance accessibility while maintaining personal consultation options. Continuous review of financial strategies ensures alignment with evolving client needs and regulatory changes.
Services
Financial Planning
Wealth Management
Savings & Investments
Pensions
Life Assurance
Highlights and features
- We operate independently, ensuring impartial financial advice without institutional influence
- Our partners hold over 20 years' experience in financial planning and investment strategies
- Tailored financial solutions developed through comprehensive client consultations
- Regulated by the Financial Conduct Authority for professional accountability
- Established client relationships demonstrate consistent service quality since 1999
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial guidance
Personalised approach
Long-term planning focus
Services
Financial Planning
We develop comprehensive financial plans addressing short and long-term objectives. Our approach considers life events, retirement goals, and risk management requirements. Clients receive actionable recommendations for achieving financial security through structured investment strategies.
Wealth Management
Our wealth management service preserves client assets against taxation and market volatility. We implement risk-aversion strategies tailored to individual financial circumstances. This includes portfolio diversification and tax-efficient investment structuring for sustained wealth preservation.
Pensions
We specialise in creating pension strategies ensuring post-retirement financial security. Our advice covers contribution optimisation, fund selection, and regular plan reviews. We help clients navigate complex pension regulations to maximise retirement income.
Life Assurance
Our life assurance solutions provide financial security for dependants. We offer term and whole-of-life policies tailored to individual needs. Coverage ensures debt repayment and ongoing financial support in the event of unexpected circumstances.
Savings & Investments
We advise on savings vehicles and investment options to grow client capital. Our recommendations balance risk and return objectives. We explain different investment vehicles from cash deposits to equity portfolios for informed decision-making.
People
Gordon Hanlon
Partner
With over 20 years' experience, Gordon provides expert financial advice. He previously managed a team of 30 financial planners and brings extensive industry knowledge to client consultations.
Andrew Kneller
Partner
Andrew has over two decades of financial advisory experience. After working at a major insurance company, he established himself as an independent adviser in 1999, specialising in personal financial planning.
Questions
Are you regulated financial advisers?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 454044.
What areas do you cover?
We primarily serve clients in Southbourne and Basingstoke, with digital services available nationwide.
How do you charge for advice?
We provide transparent fee structures during initial consultations, with no hidden charges for standard services.
Can you help with pension transfers?
Yes, we offer comprehensive pension advice including transfer options and consolidation strategies.
What investment options do you offer?
We provide access to diverse investment vehicles, from cash ISAs to equity portfolios, tailored to risk profiles.
How often should I review my plan?
We recommend annual reviews or when significant life changes occur to maintain plan effectiveness.
