Your financial future starts with us
Who we are
Abbotstone Financial Solutions is a firm of independent financial planners serving clients in Winchester and Fareham. We take pride in helping individuals and families achieve financial clarity and pursue their life goals. We believe that everyone deserves a tailored financial plan that reflects their unique needs and aspirations.
Our team
Led by experienced Chartered Financial Planners Robert Brealey and Georgina Wright, alongside Ruth Wright as Personal Assistant, our dedicated team is passionate about understanding your individual circumstances and crafting a tailored plan to match your aspirations. We are a close-knit group, committed to providing personalized, jargon-free guidance and support every step of the way.
What sets us apart
- Bespoke wealth management: We take the time to understand your individual needs and goals to create a plan that is unique to you.
- Client-centered approach: We believe in open communication and collaboration, working alongside you to navigate life's unexpected events and achieve your aspirations.
- Clear communication: We avoid financial jargon and explain complex concepts in plain language, ensuring you always understand your options and feel empowered to make informed decisions.
Our services
- Retirement planning: Navigate the complexities of retirement planning and maximize your potential for a secure and comfortable future.
- Investment planning: Develop and implement a tailored investment portfolio that aligns with your individual goals and risk tolerance.
- Tax planning: Minimize your tax burden and ensure you're taking advantage of every available deduction and credit.
- Inheritance planning: Secure your financial future for your loved ones and minimize estate planning complexities.
- Life stage planning: Receive personalized guidance on wealth management throughout your life stages, from starting out to planning for retirement and beyond.
Why choose Abbotstone Financial Solutions?
- Experienced and qualified team with proven track record
- Bespoke, personalized plans tailored to your unique needs
- Client-centered approach with open communication and collaboration
- Transparent and competitive fees
- Strong emphasis on building lasting client relationships.
Our philosophy
At Abbotstone Financial Solutions, we believe financial planning should be accessible, approachable, and tailored to your individual needs. We are committed to providing clear, concise information and empowering you to make informed financial decisions for a prosperous future.
Client Experience and Satisfaction
The majority of the reviews highlight the exceptional service provided by Robert and his team at Abbotstone Financial Services. Clients have expressed their satisfaction with the professional, friendly, and patient approach of the team in providing financial advice and guidance.
Quality of Advice and Guidance
The reviews emphasize the quality of advice and guidance provided by Robert and his team. Clients have appreciated the clear explanations, careful consideration of their needs, and the provision of sound and impartial advice. The team's ability to understand individual circumstances and provide tailored solutions has been particularly appreciated.
Personalized Service
Many clients have highlighted the personalized service they received from Robert and his team. They have appreciated the face-to-face meetings, regular updates, and prompt responses to their queries. The team's ability to make clients feel comfortable and at ease has been a key factor in their positive experience.
Trust and Confidence
The reviews demonstrate the high level of trust and confidence that clients have in Robert and his team. Clients have felt comfortable sharing their financial concerns and have been reassured by the team's expertise and guidance.
