Stewart Davidson

At Deep Blue, we pride ourselves on being a truly unbiased and independent financial advisory firm. Our expert independent financial advisers are dedicated to putting your priorities first, working closely with you to understand your unique circumstances and goals. We believe that financial planning should be tailored to your individual needs, rather than being a one-size-fits-all approach.

Our team of friendly and professional advisers, based in Fareham, has many years of combined experience in providing expert advice on a wide range of financial matters. From investments and pensions to protection and inheritance tax, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're planning for retirement, seeking to grow your wealth, or simply looking for peace of mind, we're here to help you navigate the complex world of finance.

Our Services

At Deep Blue, we understand that every individual's financial situation is unique, which is why we offer a bespoke service that is tailored to your specific needs. Our services are designed to provide you with expert advice and guidance, helping you to make informed decisions about your financial future.

Pension Planning

Planning for your retirement is an essential part of your financial Future. Our expert pension advisers will work closely with you to help you prepare for this important milestone, ensuring that you get the most out of your pension arrangements.

Retirement Planning

Retirement is a key event in most people's lives, and it's essential to plan for this period to ensure a comfortable and prosperous lifestyle. Our expert independent financial advisers can help you make the most of your retirement, providing you with tailored advice and guidance to help you achieve your goals.

Savings and Investments Advice

Growing your wealth requires a thoughtful and strategic approach. Our investment experts will work closely with you to develop a personalized investment strategy that aligns with your attitude to risk and financial objectives.

Protection

No one likes to think about the unexpected, but it's essential to be prepared. Our protection experts will help you protect yourself and your loved ones against life uncertainties, providing you with peace of mind and financial security.

Inheritance Tax and Estate Planning

Effective estate planning is critical to ensuring that your legacy is preserved and protected. Our expert independent financial advisers will work closely with you to develop a comprehensive estate plan that addresses your unique needs and goals.

Sustainable Investing/ESG

As a responsible and sustainable financial advisory firm, we believe in investing in a way that is good for both our clients and the environment. Our expert sustainable investing team will work closely with you to develop an investment strategy that aligns with your values and goals.

Wealth Management

At Deep Blue, we understand that managing your wealth requires a combination of expertise, experience, and understanding. Our expert wealth management team will work closely with you to develop a personalized wealth management plan that is tailored to your unique needs and goals.

The Deep Blue Process

We believe in building strong relationships with our clients, which is why we take the time to understand your unique circumstances and goals. Our process is designed to provide you with expert advice and guidance, helping you to make informed decisions about your financial future.

The process begins with a free initial consultation, where we'll discuss all aspects of your financial life, including your objectives, expectations, and requirements. We'll then gather information and conduct research to help us build a comprehensive picture of your financial situation.

Once we've gathered all the necessary information, our expert financial advisers will present our recommendations to you in the form of a detailed written report. We'll talk you through each recommendation, ensuring that you're happy and confident with the final plan.

Finally, we'll implement the plan, working diligently to bring our recommendations into reality. We're committed to achieving your goals, and we'll continue to work with you to ensure that your financial plans remain aligned with your changing circumstances and goals.