Business Details
14 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2012, we are a family-run financial advisory practice based in Winchester, Hampshire. As an Appointed Representative of St. James's Place Wealth Management plc, we specialise in providing tailored financial planning solutions to individuals and businesses. Our approach centres on building long-term relationships, ensuring clients receive comprehensive advice aligned with their evolving needs. With expertise in investment management, retirement planning, and protection strategies, we prioritise client interests through transparent communication and a deep understanding of financial markets.Our team combines sector-specific knowledge with a commitment to ethical practices, serving clients across Winchester and surrounding areas. We pride ourselves on delivering bespoke guidance that empowers clients to achieve financial security and long-term prosperity.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Intergenerational Wealth Management
Tax Planning
Estate Planning
Financial Advice
Details
- Year established: 2012
Highlights and features
- We build long-term relationships to understand your unique financial needs.
- Our team combines local expertise with national regulatory compliance.
- Specialist financial planning for barristers and self-employed professionals.
- Comprehensive investment strategies tailored to individual risk profiles.
- Transparent communication with no hidden fees or obligations.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional service
Bespoke advice
Depth of knowledge
Long-term relationships
Transparent communication
Services
Investment Planning
Our investment planning service creates customised portfolios aligned with your risk profile and financial goals. We monitor market trends and adjust strategies to optimise returns while maintaining appropriate risk levels. Clients receive regular performance updates and transparent reporting to ensure their investments work effectively towards long-term objectives.
Retirement Planning
We develop comprehensive retirement plans considering current assets, desired lifestyle, and tax implications. Our approach ensures financial security during retirement while maintaining flexibility for changing circumstances. Regular reviews keep your plan aligned with evolving regulations and personal requirements throughout your working life.
Protection Planning
Our protection planning identifies appropriate insurance solutions to safeguard your income, assets, and family against unforeseen events. We assess life cover, critical illness, and income protection needs to create balanced policies that provide security without unnecessary costs.
Corporate Services
Tailored financial solutions for businesses include succession planning, cash flow management, and employee benefits packages. We help company directors navigate complex financial decisions while ensuring compliance with regulatory requirements and optimising corporate tax efficiency.
Specialist Banking
We provide access to specialist banking products including mortgages, loans, and cash management tools. Our expertise helps clients navigate complex financial arrangements while ensuring alignment with overall wealth management objectives and long-term financial stability.
People
Kaye Crush
Financial Advisor
With over 15 years' experience in financial services, Kaye specialises in creating bespoke wealth management solutions. Her client-focused approach prioritises long-term relationships and clear communication to help individuals achieve financial security.
Louise
Financial Advisor
Louise provides expert financial guidance with particular expertise in retirement planning and investment strategies. Known for her responsive service and thorough explanations, she helps clients make informed decisions about their financial future.
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 consultations to understand your personal circumstances, goals, and risk tolerance before developing customised financial strategies aligned with your objectives.
Do you offer specialist financial advice for barristers?
Yes, we provide tailored financial planning for barristers addressing fluctuating income, pension planning, and professional protection requirements specific to legal professionals.
What investment risks should I be aware of?
Investment values can fluctuate based on market performance. We provide clear explanations of risks associated with different investment vehicles to ensure informed decision-making.
