Business Details
12 Years
experience
Independent Financial Advisers in Winchester
Established in 2014, our firm was founded on a simple yet powerful principle: to help individuals navigate their financial journeys with clarity and confidence. We are an independent practice serving clients in Winchester, Fareham, and surrounding areas, offering tailored wealth management and financial planning solutions. Our team of Chartered Financial Planners brings decades of combined experience, specialising in retirement planning, inheritance strategies, and life-changing financial decisions. We prioritise client needs above all, operating with complete transparency and charging for time rather than products. Our independence allows us to select from a full range of providers, ensuring unbiased advice that aligns with each client's unique circumstances.We pride ourselves on building long-term relationships, guiding clients through every stage of lifefrom unexpected changes to post-retirement planning. Our approach combines technical expertise with a personal touch, ensuring complex financial concepts are communicated clearly. With over 150 client reviews attesting to our service quality, we remain committed to delivering exceptional value while maintaining the highest regulatory standards. Our ongoing support model ensures clients never face financial challenges alone, and our five-step process guarantees structured, measurable outcomes. We operate under the Financial Conduct Authority's authorisation, maintaining strict compliance with UK regulatory frameworks.
Services
Retirement Planning
Wealth Management
Life Changes Planning
Inheritance Planning
Investment Management
Details
- Year established: 2014
Highlights and features
- We are independent financial advisers not tied to any specific platforms
- Our client-centric approach prioritises individual needs at every stage
- We specialise in solving complex financial problems with tailored solutions
- Our transparent fee structure charges for time rather than products
- We combine Chartered expertise with a personal, accessible approach
Associations and certifications
- Financial Conduct Authority
What people say
Personal service
Easy to understand options
Managing finances confidently
Seamless process
Services
Retirement Planning
We develop comprehensive retirement plans tailored to individual circumstances. Our specialists analyse current financial positions, future goals, and risk profiles to create sustainable income strategies. Clients benefit from ongoing adjustments that account for regulatory changes and personal life developments, ensuring financial security throughout retirement years.
Wealth Management
Our wealth management service optimises financial resources across multiple areas. We coordinate investment strategies, tax efficiency measures, and risk management solutions to grow and protect client assets. The service includes regular portfolio reviews and market analysis to maintain alignment with evolving financial objectives.
Life Changes Planning
We specialise in navigating financial implications of major life events. Whether facing divorce, inheritance, or career changes, our advisers create adaptive strategies that maintain financial stability. The service includes cash flow analysis, debt restructuring, and long-term planning adjustments to accommodate new circumstances.
Inheritance Planning
Our inheritance planning ensures wealth transfer aligns with client wishes while minimising tax liabilities. We coordinate with legal professionals to implement trusts, wills, and gifting strategies. The service includes regular reviews to reflect legislative changes and family circumstances, preserving wealth for future generations.
Investment Management
We construct and maintain diversified investment portfolios tailored to risk profiles and financial goals. Our approach combines market analysis with strategic asset allocation, including regular performance monitoring and rebalancing. Clients receive transparent reporting and access to specialist fund managers for optimal returns.
People
Robert Brealey
Chartered Financial Planner
With over 15 years' experience, Robert specialises in retirement planning and investment strategies. He holds the prestigious Chartered Financial Planner designation and has helped hundreds of clients achieve financial security through tailored solutions.
Georgina Wright
Chartered Financial Planner
Georgina focuses on wealth management and inheritance planning, bringing 12 years' expertise to complex financial situations. As a Chartered Financial Planner, she develops strategies that balance growth potential with risk management.
Ruth Wright
Personal Assistant
Ruth coordinates client communications and supports the advisory team with administrative processes. Her organisational skills ensure smooth implementation of financial plans and timely client interactions.
Questions
What financial planning services do you offer?
We provide retirement planning, wealth management, inheritance strategies, life transition support, and investment management tailored to individual circumstances.
How are your fees structured?
Our transparent fees are based on time spent rather than products sold, ensuring unbiased advice that prioritises client needs.
What areas do you cover?
We serve clients in Winchester, Fareham, and surrounding areas with flexible meeting arrangements to suit individual preferences.
How do you handle ongoing client support?
We provide regular reviews and continuous support through life's financial changes, maintaining long-term relationships with our clients.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with extensive experience in independent financial advice and wealth management.
Reviews (4)
Shane Hodges
Nov 06, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Robert was knowledgeable, well informed and very pleasant to work with as an advisor. We would happily use Robert again.
Robert was knowledgeable, well informed and very pleasant to work with as an advisor. We would happily use Robert again.
Oliver Eames
Oct 31, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Robert and Georgina do a fantastic job and are pro-active with their help and responses. always happy to refer anyone to them also as I know they always give good solid advice at a reasonable price.
Robert and Georgina do a fantastic job and are pro-active with their help and responses. always happy to refer anyone to them also as I know they always give good solid advice at a reasonable price.
Ruth Saunders
Jul 07, 2021
Report
Positive:Professionalism,Quality,Responsiveness
Professional, friendly financial advice. Explains everything clearly and ensures you have all the information needed to make a good decision. Very patient with someone like myself, who has very little understanding of financial matters!
Professional, friendly financial advice. Explains everything clearly and ensures you have all the information needed to make a good decision. Very patient with someone like myself, who has very little understanding of financial matters!
Simon Fuller
May 06, 2021
Report
We asked Robert if he could have a look at our Pensions for 2 reasons:
1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one
2. To make sure we were on the right track for retirement or if we needed to make any changes now before it was too late.
Roberts advice saved us making a potential financial loss and gave us piece of mind for our future. We will be seeking his advice again soon.
1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one
2. To make sure we were on the right track for retirement or if we needed to make any changes now before it was too late.
Roberts advice saved us making a potential financial loss and gave us piece of mind for our future. We will be seeking his advice again soon.
