Business Details
12 Years
experience
Independent Financial Advisers in Fareham
Established in 2014, our firm was founded on the principle of providing tailored financial solutions to help clients navigate life's complexities. Our team of Chartered Financial Planners brings decades of combined experience, offering independent advice without ties to specific platforms. We prioritise understanding individual client needs, whether they are approaching retirement, managing unexpected life changes, or planning wealth transfer. Our approach combines technical expertise with a personal touch, ensuring clients feel supported throughout their financial journey.We operate across Winchester, Fareham, and surrounding areas, maintaining a client-centric ethos that has earned us over 150 positive reviews. Our fee structure remains transparent and time-based, avoiding product-driven incentives. By leveraging the complementary strengths of our two lead planners, we deliver specialist advice while maintaining a friendly, accessible approach. Our ongoing service ensures clients receive continuous support, adapting strategies as their circumstances evolve.
Services
Retirement Planning
Wealth Management
Life Changes Advice
Inheritance Planning
Investment Strategies
Details
- Year established: 2014
Highlights and features
- We are independent financial advisers not tied to any specific platforms
- Our client-centric approach prioritises individual needs at every stage
- Two Chartered Financial Planners with complementary specialisms work collaboratively
- Transparent, time-based fee structure with no product-driven incentives
- Over 150 positive client reviews demonstrating proven service quality
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Seamless process
Easy to understand options
Confident financial management
Personalised service
Trusted advisers
Services
Retirement Planning
We help clients prepare for retirement by creating tailored strategies that consider their unique circumstances and financial goals. Our approach focuses on sustainable income solutions while maintaining flexibility for changing needs. With specialist Chartered Planners, we ensure comprehensive advice covering pension consolidation, tax efficiency, and lifestyle planning.
Wealth Management
Our wealth management service provides holistic oversight of financial assets, focusing on growth and preservation strategies. We develop customised investment portfolios aligned with risk tolerance and long-term objectives. The service includes regular reviews to adapt to market changes and evolving personal circumstances, ensuring optimal wealth preservation.
Inheritance Planning
We specialise in creating effective inheritance strategies to ensure smooth wealth transfer across generations. Our approach considers tax implications, legal structures, and family dynamics. We work closely with clients to implement solutions that reflect their wishes while maintaining compliance with current regulations and minimising tax liabilities.
Life Changes Advice
We provide expert guidance during significant life events such as divorce, redundancy, or bereavement. Our advice focuses on stabilising financial situations while planning for future security. The service includes cashflow analysis, debt management, and strategic decision-making support to help clients navigate challenging transitions with confidence.
Investment Strategies
Our investment strategies focus on achieving long-term growth while managing risk appropriately. We create diversified portfolios tailored to individual objectives and risk profiles. The service includes ongoing monitoring and rebalancing to maintain alignment with changing market conditions and personal circumstances, ensuring consistent progress towards financial goals.
People
Robert Brealey
Chartered Financial Planner
With extensive experience since 2005, Robert specialises in retirement planning and investment strategies. He co-founded Abbotstone in 2014 to provide independent financial advice focused on client needs. His expertise lies in creating tailored solutions for complex financial situations.
Georgina Wright
Chartered Financial Planner
Georgina brings specialist knowledge in wealth management and inheritance planning. As co-founder since 2014, she focuses on delivering clear, actionable advice that adapts to clients' evolving needs. Her collaborative approach ensures comprehensive solutions through team expertise.
Ruth Wright
Personal Assistant
Ruth provides essential support to the planning process, ensuring smooth client communication and administrative efficiency. With experience since 2005, she plays a vital role in maintaining the firm's client-centric service standards through her organisational expertise and attention to detail.
Questions
What financial planning services do you offer?
We provide retirement planning, wealth management, inheritance strategies, life transition advice, and investment portfolio management tailored to individual client needs.
How are your fees structured?
Our transparent fees are based on time spent rather than product sales, ensuring unbiased advice with no hidden incentives or commissions.
Are you independent financial advisers?
Yes, we operate independently without ties to specific financial platforms, allowing us to select optimal solutions from the entire market.
Do you offer ongoing financial support?
Yes, we provide continuous service with regular reviews to adapt strategies as your circumstances and market conditions change over time.
