With over 60 years of history, the company has provided informed, impartial and independent advice to both individual and corporate clients focusing on providing a personal service. By helping you define specific life goals we can then begin to build a financial plan to help you achieve them. Experience tells us that looking at the whole enables a truly holistic approach, maximizing the efficiency of your time and money and ultimately enabling you to live the life you aspire to.
Services
Our Story
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Radcliffe & Co dates back to 1959 when its founder, Wyn Radcliffe, had an idea to establish an insurance brokerage in New Road, Southampton. Radcliffe & Co have now been in Southampton for 60 years. The company has always had strong roots in Southampton being initially based in New Road, then Carlton Crescent and then on to Northam Road where the office was in extremely close proximity to the River Itchen.
Our Team
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I joined Radcliffe's in 1993 and was promoted to Sales Director in 2004, running the adviser team until 2010. I then became Managing Director and have been in this role since. My first job when I left school was to train as a Navigating Officer for Mobil Shipping, but due to the world wide recession in 1982 was made redundant.
Treating Customers Fairly
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Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture. Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
Vulnerable clients policy
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The FCA aim to make financial advice accessible to everyone regardless of their financial and personal circumstances. Much consumer protection legislation is underpinned by the notion of the average or typical consumer, and what that typical consumer might expect, understands or how they might behave.
Vision, Mission, Values
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To enable clients to achieve the life they desire through quality financial planning and education. We believe that high levels of personal service are key to developing deep, meaningful and long lasting relationships. By providing informed, impartial and independent financial planning we can create more time and value for clients.
Reviews (5)
Tracy Houldsworth
Apr 19, 2021
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The professional service I have had from Radcliffe’s over the last year has been second to none.
Jacqui and her team have been not only friendly , but totally knowledgable and helpful with any questions I have had , and made me feel a 100% confident with trusting them with the movements of my personal finances and financial situation.
I would definitely recommend them , as the place to go , especially if you are considering moving your money away from an airline pension scheme.
Thankyou for the Excellent First class service.
Tracy Houldsworth ( ex Stewardess of 35 years).
Jacqui and her team have been not only friendly , but totally knowledgable and helpful with any questions I have had , and made me feel a 100% confident with trusting them with the movements of my personal finances and financial situation.
I would definitely recommend them , as the place to go , especially if you are considering moving your money away from an airline pension scheme.
Thankyou for the Excellent First class service.
Tracy Houldsworth ( ex Stewardess of 35 years).
Peter Kevin Harrison
Jul 09, 2020
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Tony Kebby
Dec 10, 2019
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Tony Wade
Nov 10, 2019
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Justin Tate
Aug 12, 2019
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