Business Details
37 Years
experience
Trusted Financial Advisers in Chandlers Ford
Established in 1989, we are a family-run financial advisory firm dedicated to delivering impartial, client-focused solutions across the UK. Our expertise spans pension planning, investment management, life insurance, mortgages, and commercial finance, underpinned by a commitment to long-term client relationships. We prioritise tailored advice, regular portfolio reviews, and a flexible fee structure designed to meet individual needs. With over three decades of experience, we combine market knowledge with a proactive approach to risk management, ensuring clients receive informed guidance aligned with their financial goals.Our team maintains rigorous oversight of investments, leveraging platform flexibility to adapt to changing economic conditions and client circumstances. Regular communication and transparent reporting empower clients to understand their financial strategies, while our research-driven selection of products ensures value and security. Regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and integrity in all our services.
Services
Pension Planning
Investment Management
Life Insurance
Mortgage Advice
Commercial Finance
Risk Assessment
Details
- Year established: 1989
Highlights and features
- We offer 35 years of experience in independent financial advisory services.
- Our team provides personalised investment strategies with daily market monitoring.
- We maintain transparent fee structures with no hidden costs.
- Our clients benefit from FCA-regulated professional standards.
- We deliver bespoke risk management solutions aligned with individual goals.
Associations and certifications
- Financial Conduct Authority
What people say
Secure post-retirement circumstances
Proactive fund management
Sound logical advice
Market beating returns
33-year client loyalty
Services
Pension Planning
We provide comprehensive pension planning to secure your financial future. Our strategies address evolving retirement needs through tax-efficient solutions and regular portfolio reviews. With expertise in both personal and corporate pensions, we help clients maximise benefits while mitigating market risks.
Investment Management
Our investment management service offers diversified portfolio strategies tailored to risk profiles. We utilise multi-manager platforms to spread risk across sectors and regions, ensuring adaptability to economic changes. Clients benefit from 24-hour fund adjustments and performance tracking for optimal growth.
Life Insurance
We recommend bespoke life insurance solutions to protect loved ones and business interests. Our offerings include term assurance, critical illness cover, and income protection policies. Each plan is designed to align with individual financial commitments and long-term security needs.
Commercial Finance
Our commercial finance service sources competitive lending options for business purchases and refinancing. We work with leading providers to secure rates tailored to corporate cash flow requirements. Services include asset finance, commercial mortgages, and buy-to-let portfolio funding.
Risk Assessment
We conduct detailed risk assessments to align investments with client tolerance levels. Using a 10-point risk scale, we create balanced portfolios that balance growth potential with capital preservation. Regular reviews ensure strategies adapt to changing personal or economic circumstances.
People
Peter Butcher
Financial Adviser
With over 35 years' experience, Peter specialises in long-term investment strategies and pension planning. He has guided clients through market fluctuations since the firm's founding in 1989.
Mike Boreham
Client Director
Mike manages client relationships and portfolio administration, leveraging 30 years of experience in financial services. He ensures seamless execution of investment changes and regulatory compliance.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, life insurance, commercial finance, and risk assessment tailored to individual and corporate needs.
How do you manage investment risks?
We use a 10-point risk scale to create diversified portfolios, combining market expertise with regular reviews to adapt to economic changes and client goals.
Are your fees transparent?
Yes, we offer clear fund-based or fixed fees with no hidden costs, ensuring complete transparency in all our advisory services.
How quickly can investment changes be made?
Most portfolio adjustments are implemented within 24 hours following client approval, allowing timely responses to market opportunities.
Do you offer commercial finance solutions?
We source competitive commercial finance rates for property purchases, business expansions, and buy-to-let portfolios through major lenders.
How are clients kept informed?
Clients receive regular portfolio updates, market commentary, and immediate alerts for urgent investment adjustments via email or post.
