Business Details
Trusted Financial Advisers in Hampshire
We are a wealth management and financial planning specialist serving individuals, families, and businesses across Hampshire, Dorset, and Wiltshire. Our service is built on the highest professional standards, recognising that each client is unique and deserves a bespoke approach tailored to their financial needs and future aspirations. We prioritise long-term relationships founded on trust and a deep understanding of personal finances, ensuring timely advice that aligns with clients' goals. Effective communication is central to our practice, keeping clients informed about issues affecting their financial wellbeing through regular newsletters and market updates.We collaborate with a specialist St. James's Place team, including financial planners, investment experts, and tax advisors, to deliver a comprehensive service. Our focus is on building strong financial foundations for clients' futures and those they care about, offering access to specialist providers in tax planning, legal matters, and philanthropy. We host exclusive events with fund managers and investment experts to provide insights into wealth management challenges. Our commitment is to make a meaningful difference in clients' lives through tailored advice and guidance in an uncertain financial landscape.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We provide bespoke financial advice tailored to your unique needs
- Our team collaborates with St. James's Place specialists for comprehensive solutions
- Regular client communication through market updates and newsletters
- Exclusive access to experts in tax, legal, and philanthropy matters
- St. James's Place Guarantee ensures the suitability of all advice provided
Associations and certifications
- Financial Conduct Authority
- Cyber Essentials Plus Certificate
Services
Investment Management
Our investment management service focuses on building and growing client portfolios through tailored strategies aligned with individual risk profiles and financial goals. We provide access to expert fund managers and market insights while maintaining regular portfolio reviews. The service ensures clients benefit from diversified investments designed to achieve long-term capital appreciation and income generation.
Retirement Planning
We help clients prepare for a secure financial future through comprehensive retirement planning. This includes pension consolidation, tax-efficient withdrawals, and income stream optimisation. Our approach considers lifestyle aspirations and longevity to ensure sustainable income throughout retirement while adapting to changing personal circumstances and regulatory requirements.
Protection Planning
Our protection planning safeguards clients' financial wellbeing through life insurance, critical illness cover, and income protection policies. We assess individual needs to recommend appropriate coverage levels that protect families and businesses from unforeseen events while integrating with overall wealth management strategies.
Corporate Services
We support business owners with succession planning, cashflow management, and corporate investment strategies. The service includes director pension schemes, shareholder protection, and strategic financial planning to help businesses grow while addressing owners' personal financial objectives and estate planning needs.
Intergenerational Wealth Management
This service focuses on transferring wealth between generations through inheritance tax planning, trusts, and philanthropy strategies. We help clients preserve family assets while considering beneficiaries' needs and charitable aspirations, ensuring a lasting financial legacy aligned with personal values.
People
Jonathan Gibbons
Wealth Management Specialist
Jonathan Gibbons is a qualified financial adviser with extensive experience in wealth management. He builds long-term client relationships based on trust and tailored advice, focusing on achieving individual financial goals through collaboration with St. James's Place specialists.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial services, and intergenerational wealth management tailored to individual client needs.
How do you tailor financial advice to individual clients?
We conduct detailed financial assessments to understand personal goals, risk tolerance, and circumstances, creating bespoke strategies that evolve with clients' changing needs and market conditions.
What areas do you cover?
We serve clients in Hampshire, Dorset, and Wiltshire, providing face-to-face and remote financial advisory services to individuals and businesses.
How do you ensure ongoing client support?
We maintain regular communication through market updates, quarterly magazines, and annual strategy reviews while providing access to St. James's Place specialists for complex financial matters.
What qualifications do your advisers hold?
Our advisers are qualified professionals authorised and regulated by the Financial Conduct Authority, operating as Appointed Representatives of St. James's Place Wealth Management.
Can you help with business financial planning?
Yes, we offer corporate services including succession planning, cashflow management, and director pension schemes to support business owners' personal and professional financial objectives.
