Business Details
36 Years
experience
Your Trusted Financial Advisers in Southampton
Established in 1990, we are a team of experienced financial advisers dedicated to helping clients meet immediate needs and achieve long-term aspirations. As a Senior Partner Practice of St. James's Place since 2013, we combine local expertise with national resources to deliver tailored wealth management solutions. Our services span investment planning, retirement strategies, protection planning, and mortgage advice, supported by a commitment to long-term client relationships. With offices in Hedge End and Emsworth, we serve clients nationwide, prioritising clarity and trust in all financial decisions. Our team's 30+ years of industry experience ensures clients receive impartial, expert guidance tailored to individual circumstances.We actively support community initiatives through the St. James's Place Charitable Foundation, including contributions to Southampton's neo-natal unit. Our approach integrates St. James's Place's market-leading products with personalised service, ensuring clients benefit from both innovation and individual attention. Regular client communication and a CRM system enhance service efficiency while maintaining the personal touch that defines our practice. This dual focus on technical excellence and relationship-building has earned consistent client testimonials praising our professionalism, accessibility, and value-driven advice.
Services
Investment Planning
Retirement Planning
Protection Planning
Mortgages
Intergenerational Wealth Management
Life Assurance
Wealth Preservation
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience in financial advisory services
- Our team provides impartial and expert advice tailored to individual needs
- We offer a wide range of services including investment planning and mortgage solutions
- We are committed to long-term client relationships and personalized support
- Our partnership with St. James's Place enhances our service capabilities and client trust
What people say
Exceptional service
Highly professional
Trustworthy advice
Excellent value
Prompt and thorough
Services
Investment Planning
Our investment planning services help grow and protect wealth against inflation through St. James's Place's market-linked funds. We create tailored portfolios aligned with risk tolerance and financial goals. With expertise in navigating market fluctuations, we provide ongoing portfolio reviews to ensure continued alignment with client objectives.
Retirement Planning
We offer comprehensive retirement planning covering pension consolidation, income strategies, and tax-efficient withdrawals. Our advice helps clients transition smoothly into retirement while maintaining financial security. We specialise in explaining complex retirement options in accessible terms to support informed decision-making.
Protection Planning
Our protection services safeguard against unforeseen events through life insurance, critical illness cover, and income protection. We assess individual circumstances to recommend appropriate coverage levels. This ensures clients' families and businesses remain financially protected during unexpected life events.
Mortgage Advice
We provide mortgage solutions for first-time buyers, home movers, and remortgagers seeking competitive rates. Our advice considers clients' overall financial situation to recommend suitable mortgage products. We also offer protection strategies to safeguard mortgage commitments against life's uncertainties.
Wealth Preservation
Our intergenerational wealth management helps families preserve and transfer assets effectively. We combine investment strategies with inheritance tax planning to protect wealth across generations. This includes creating coordinated plans that balance current needs with future legacy goals.
People
Paul Wright
Director
With over 30 years' experience, Paul leads our advisory team, combining technical expertise with personalised service. He specialises in creating tailored financial solutions while maintaining a strong focus on client education and long-term relationship-building.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, protection planning, mortgages, and intergenerational wealth management tailored to individual client needs.
How do you support long-term financial planning?
We build lasting relationships to provide ongoing financial guidance, adapting strategies as clients' circumstances evolve throughout their life journey.
Are you regulated by financial authorities?
As St. James's Place representatives, we operate under Financial Conduct Authority regulation for wealth management product advice and services.
Do you work with clients outside Hampshire?
Yes, while based in Hedge End and Emsworth, we serve clients nationwide through both in-person and remote advisory services.
How do you handle client communication?
We maintain regular contact through preferred channels while using an effective CRM system to ensure timely updates and coordinated service delivery.
