At Hampshire Financial Planning, we provide exceptional professional wealth management advice for individuals from all walks of life, as well as for a variety of businesses - principally along the South Coast of England.
Our approach is holistic, covering all areas of my clients’ financial needs, including:
- Inheritance tax
- Tax efficiency
For mortgage advice we use the expertise of a specialist St. James's Place Partner.
The service we offer goes the extra mile. We hold regular reviews with all clients as often as they like as well as being proactive when it comes to getting in touch. We provide each individual with a bespoke financial plan which is fit-for-purpose, forward-thinking and robust. We care deeply about what’s important to people and make sure that we come up with suggestions for improvements when the economic situation, financial regulation or personal circumstances change.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.