We pride ourselves on offering a unique Wealth Managemant Service to clients. We will conduct an assesment of clients investments or pensions identifying how they are performing and whether they meet with the clients risk objectives. We use specialist risk analysis software to control the degree of risk you are exposed to, ensuring this meets with your expectations. This information will be detailed in a comprehensive report outlining any recommendations will feel would be advisable. We would charge for this report, but this would be a reasonable fee based upon the time involved. We provide Independent advice providing truly unbiased advice. If you would like us to manage your investments we will happily do so in a proactive manner. In this respect we liaise with our clients closely and make changes to asset allocations or underlying funds as they are necessary and not just when they are due a six monthly valuation. This forward thinking approach has ensured most of our business comes from recommendations. Our Head Office is based in Winchester but we are well placed to look after clients throughout Southern England. We are directly Authorised and Regulated through the Financial Services Authority ref 498988. Registered in England and Wales 684160.