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Southampton
When it comes to managing your finances we want to help give you the peace of mind that you are making the right choices for you and your family. We want to help you achieve your goals both today and in the future. To put it simply, our sole aim is to provide tailored advice and support to create the financial plan you need to live the life you want. We have a friendly and motivated team of over 20 staff, working with loyal clients who regard us as a safe pair of hands and are happy to recommend us to their friends and family.
Southampton
The essence of our business is to offer professional, impartial financial planning advice delivered with clarity. We cover every aspect of financial planning ranging from life assurance, investments, pensions and much more.
Southampton
'Always you and your family first' Lester Brunt Wealth Management is a family run, family focused Managing Partner Practice of St. James's Place. We concentrate on helping families build and retain wealth and then, when required, ensure that as much of that wealth as possible is available to the next generation free from loss due to taxation, divorce or the costs of old age.
Southampton
Paul is a fully qualified Financial Consultant, with a wealth of experience in all aspects of financial planning. Key areas of expertise include mortgages, retirement planning, pension transfers and insurance. Paul would be delighted to speak with you and offer expert recommendations, whether you’re seeking advice for yourself, your family or your business. Mortgage Service - Paul offers a comprehensive mortgage service, helping a full spectrum of clients, from buyers in regular employment, through to contractors and the self-employed.
Southampton
I am a financial planner and can assist you in all areas of your financial planning. I am independent, meaning that I am not tied to offering products from one particular company - an increasingly common practice. Working in financial services since 2002, I have dedicated my work to helping people to realise their dreams. Rather than boring you with jargon, my goal is to understand what you hope to achieve, whether it's as simple as having enough money to live on, to pass on wealth to the next generation, or perhaps something more extravagant.
Southampton
I’m a trusted financial adviser that helps people to understand their pensions, build a retirement plan and retire confidently.
Southampton
Fully regulated financial planner and investment adviser. We offer a holistic and full financial planning service covering for all areas of financial advice. This includes mortgages, investment planning, Inheritance tax planning, protection and more sophisticated areas such as Venture Capital Trusts and Enterprise Investment schemes for diversified investment planning and IHT mitigation.
Southampton
Our clients are central to everything we do as we support you and your family across a lifetime financial journey. Our initial meeting is always without charge and we will happily meet you at your home at a time most convenient for you. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish
Southampton
We work alongside FCA regulated pension specialists to provide financial advice to those looking to review or release funds from their pension.
At Oaktree Wealth Management, we pride ourselves on our friendly and approachable nature. We are a family run business providing practical Independent financial planning advice to people, families and businesses in and around Hampshire. We provide advice across a wide range of services including pensions, investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs. We appreciate that there are times in life when you are faced with making big financial decisions that have a lasting impact on your life and those around you; at these times we will give you the advice you need to help simplify those complex financial decisions allowing peace of mind. Maybe you are looking to retire and need help with your pensions to know the best option to choose, or you may have inherited a lump sum or are saving for a nest egg; whatever your situation we will guide you through all the options available and help provide a clear route map on how to achieve your goals and aspirations in life without fear of running out of money. We will also review things regularly to make sure you stay on track to meet your goals. We build our business on referrals so it is in our best interest to give you the best experience possible and our reviews are testament to the service we have provided to others like yourself. As we are 'Independent' we are not tied to any particular Providers or Products, this means that the advice we provide is completely unbiased, allowing us to recommend the most suitable solutions to meet your needs. We are also authorised and regulated by the Financial Conduct Authority (FCA) which should give you peace of mind that the work we do is in line with the industry standards required to ensure we deliver a ‘best practice’ approach at all times.
As financial planners we are in a very fortunate position in that the work we do really can help provide peace of mind and financial freedom to our clients.
Most of our clients have similar concerns about their finances and often struggle with finding answers to some of those questions that might worry them, such as a fear of running out of money in retirement.
We take pleasure in being able to demonstrate a clear pathway which will ultimately enable our clients to meet their financial goals and aspirations.
For us there is no greater reward than enabling this to this happen for someone who was unsure of their financial future before engaging with us.
We are proud in the work that we do for our clients, and nothing gives us more pleasure than getting great feedback from a client who tells us how much value our service has provided them.
We wanted to maintain autonomy and independence for our clients so that we can recommend the most suitable products without being tied to any particular provider.
We appreciate that there are times in life when you are faced with making big financial decisions that have a lasting impact on your life and those around you. At these times we will give you the advice you need to help simplify those complex financial decisions giving you peace of mind.
We can advise clients online/remotely via telephone or virtual means (e.g Skype, Microsoft Teams, Zoom).
We have adhered to the Government guidelines and restrictions by providing online/remote meetings with our clients.
4.99/5.00
based on 507 reviews
The average rating for Bark Financial Advisors in Southampton is 4.99, based on 507 reviews.
