Business Details
22 Years
experience
Your Trusted Financial Planning Partner in Southampton
Established in 2004, Choice Financial Solutions has built a reputation on honesty, trustworthiness, and exceptional service. Our team of Independent Financial Advisers combines over 60 years of collective experience to deliver personalized financial planning solutions tailored to individual client needs. We prioritize long-term client relationships through regular reviews and transparent communication, ensuring financial strategies evolve with changing circumstances.Our expertise spans retirement planning, investment management, pension reviews, and protection services, supported by a commitment to explaining complex financial concepts in accessible terms. Recognized for our client-centric approach, we have grown primarily through referrals, reflecting our dedication to meeting and exceeding client expectations. Headquartered in Southampton, we serve clients across the UK, offering both in-person and remote advisory services.
Services
Investments
Pensions
Protection
Portfolio Reviews
Ongoing Review Service
Details
- Year established: 2004
Highlights and features
- 20 years of experience delivering tailored financial solutions
- Over 60 years combined experience across our advisory team
- Ongoing review service to adapt to changing circumstances
- Client relationships maintained through transparent communication
- Grown through client referrals demonstrating trust in our service
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent service
Friendly service
Prompt and efficient reply
Highly recommended
Trustworthy
Services
Investments
Our investment services help clients make money work for them over the long term through diversified portfolios. We offer access to a wide range of funds and create tailored strategies considering individual risk profiles and financial goals. Our Wealth of Choice portfolio suite is regularly reviewed to ensure optimal performance.
Pensions
We provide comprehensive pension advice covering retirement planning, pension transfers, and tax-efficient strategies. Our expertise includes navigating pension freedoms and ensuring clients understand their options for income in retirement. We help both pre-retirees and those already retired.
Protection
Our protection services focus on safeguarding clients' financial futures through life insurance, critical illness cover, and income protection. We help clients understand their needs and source appropriate coverage at competitive premiums to protect against unforeseen circumstances.
Portfolio Reviews
Regular portfolio reviews ensure investments remain aligned with clients' objectives and risk tolerance. We assess strategy, performance, and management costs, providing recommendations for adjustments. Quarterly rebalancing helps maintain the original risk profile of investment portfolios.
Ongoing Review Service
Our ongoing review service provides regular check-ins to ensure financial strategies evolve with clients' changing circumstances. This includes monitoring investments, updating plans as needed, and maintaining open communication to address any concerns or life changes.
People
John Quaif
Company Director
With 29 years' experience, John specialises in retirement planning and tax-efficient strategies. He leads our Investment Management Committee and has built long-term client relationships through clear communication and tailored advice.
Tom Quaif
Director
Tom qualified as an Independent Financial Adviser after working in mortgage solutions. He focuses on creating personalised strategies for both major life milestones and smaller financial goals, combining technical expertise with client care.
Lloyd Hallett
Independent Financial Adviser
Lloyd brings extensive customer service experience to his role, focusing on efficient communication and understanding clients' unique financial journeys. He builds meaningful connections to provide strategic financial solutions.
Emily Madgwick
Senior Wealth Administrator
Emily graduated with a first-class degree in Business Management. She supports our advisory team with administrative tasks and continues to develop her skills across multiple departments within the company.
Hayley Windridge
Wealth Administrator
Hayley transitioned from a Salvage Co-ordinator role to join our wealth administration team. She focuses on developing her knowledge while providing essential support to our financial advisory services.
Questions
What financial services do you specialise in?
We specialise in retirement planning, pension reviews, investment management, portfolio reviews, and financial protection services including life and critical illness cover.
How do you work with clients?
We take time to understand your individual circumstances, provide clear explanations, and maintain regular reviews to ensure your financial plan evolves with your changing needs.
What experience do your advisers have?
Our team has over 60 years combined experience in financial services, with specialists in retirement planning, investment management, and protection strategies.
Do you offer ongoing support?
Yes, our ongoing review service ensures your financial strategy remains aligned with your goals through regular check-ins and portfolio adjustments as needed.
Where are you based and who do you serve?
Based in Southampton, we serve clients across the UK including East Wellow, Havant, Isle of Wight, and surrounding areas through both in-person and remote meetings.
How are you different from other financial advisers?
We focus on building long-term relationships through transparent communication, tailored solutions, and a commitment to explaining complex financial matters in simple terms.
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