Business Details
Trusted Independent Financial Advisers in Southbourne & Basingstoke
Hanlon Kneller is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority. Our business is built on principles of knowledge, trust, and integrity, offering bespoke financial advice tailored to private and corporate clients. With over two decades of experience, partners Gordon Hanlon and Andrew Kneller lead a client-focused approach, prioritising a deep understanding of individual financial circumstances to create secure futures. Our independence ensures impartial advice, free from institutional influence, while our longstanding client relationships reflect our commitment to professional yet personal service. We specialise in financial planning, wealth management, pensions, and life assurance, guiding clients through short- and long-term financial goals.Our expertise extends to navigating tax legislation, investment risks, and regulatory frameworks, ensuring clients receive informed, compliant solutions. Headquartered in Southbourne with a presence in Basingstoke, we serve clients across the UK, combining local insight with national regulatory compliance. Our teams extensive experience in financial services, including prior roles in legal and insurance sectors, strengthens our ability to deliver strategic advice. We prioritise transparency, offering clear, jargon-free guidance to help clients achieve financial security. With a focus on lifelong client partnerships, we continuously review and adapt strategies to align with evolving personal and economic landscapes.
Services
Financial Planning
Wealth Management
Savings & Investments
Pensions
Life Assurance
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority for compliance and trust.
- Our independence ensures fully impartial financial advice without institutional influence.
- Partners have over 20 years experience in financial planning and advisory services.
- We offer bespoke solutions tailored to individual and corporate client requirements.
- Longstanding client relationships demonstrate our commitment to reliable, personal service.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Professional financial planning helps clients realise ambitions through informed decisions about short-, medium-, and long-term financial goals. We assess your current situation to create tailored strategies for buying property, retirement, or family needs. Our advice focuses on turning goals into achievable plans with regular reviews ensuring continued alignment with your objectives.
Wealth Management
Wealth management safeguards assets against taxation, inflation, and investment risks. Our strategies prioritise risk aversion for clients seeking to preserve wealth while maintaining future security. We develop custom plans to protect financial legacies for individuals and families, ensuring resilience against economic fluctuations.
Savings & Investments
Savings and investment services optimise returns beyond traditional deposit accounts. We guide clients in selecting appropriate instruments to grow capital while balancing risk. Our advice covers cash instruments, term bonds, and diversified portfolios tailored to individual financial circumstances and long-term objectives.
Pensions
Pension planning ensures financial security during retirement by creating sustainable income streams. We review existing arrangements and design strategies to meet lifestyle needs post-retirement. Our services address fluctuating fund values, tax legislation changes, and long-term investment performance to support retirement goals.
Life Assurance
Life assurance provides financial security for dependants in the event of death. Policies cover outstanding debts and offer lump sums or income to support families or business partners. We assess health and circumstances to arrange coverage that aligns with your financial protection needs.
People
Gordon Hanlon
Partner
Gordon has over 20 years of financial advisory experience, previously managing a team of 30 in financial planning. He transitioned from the legal profession to specialise in client-focused financial solutions.
Andrew Kneller
Partner
Andrew brings 20+ years of expertise, including a decade at a major insurance company. He became an independent adviser in 1999, focusing on tailored financial strategies for individual and corporate clients.
Questions
What services does Hanlon Kneller & Associates offer?
We provide financial planning, wealth management, pensions, life assurance, and investment advice tailored to individual and corporate needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 454044.
How experienced are your financial advisers?
Our partners have over 20 years of combined experience in financial services, including roles in legal and insurance sectors.
Do you serve both individuals and businesses?
Yes, we offer bespoke financial solutions for private clients and corporate entities across the UK.
