Find wealth managers in Fareham

We are a family run lifestyle financial planning and wealth management firm based in Fareham, Hampshire. We work closely with professional people, business owners, individuals and couples thinking about their retirement to help them meet and exceed their financial goals. We don't believe in the cold and corporate wealth management approach - wherever

Wealth Manager has built up a network of professional contacts both locally and further afield enabling us to draw on legal or accounting support from the best in the business. We all know that things change over time. The key to achieving your goals is to spend time identifying your priorities and then monitoring your progress as life takes its twists