Independent Financial Adviser, Warsash, Southampton, Hampshire
Solent Financial Services Ltd is a family run business providing traditional values such as, honesty, integrity and professionalism. We are independent financial advisers and can offer you impartial advice on many aspects of both personal and business financial needs.
With over 20 years of experience Solent Financial Services has gone from strength to strength and is today a respected provider of top-quality independent financial advice.
Solent Financial Services still offers specialist advice for medical professionals and is able to provide advice on all aspects of the NHS pension schemes.
We work in both the corporate and individual market place using the various personal and business connections established through our close dealings within both the accountancy and legal professions.
We do not specialise in one particular area, we prefer to offer a complete holistic financial planning service, providing a long term relationship with our clients, which is built upon trust and mutual respect.
Being independent, we are able to ensure that you receive the very best products for your needs both over the short and longer term. We pride ourselves on reviewing our clients on an annual basis.
We also offer professional planning services to the business sector and can provide advice on areas such as pension planning and employee benefits, incorporating life assurance and permanent health insurance.
We offer advice on:
- Savings & Investments
- Personal Retirement Planning and Reviews
- Stakeholder Pension Planning
- At Retirement Planning
- Permanent Health Insurance
- Group Permanent Health Insurance
- Life Assurance
- Group Life Assurance
- Critical Illness Cover
- Private Medical Insurance
- Residential Mortgages
- Buy to let Mortgages
- Inheritance Tax Planning and Reviews
What to do if you have a complaint
If you wish to register a complaint, please write to 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ or telephone 0113 3021369.
You may also be able to refer your complaint to the Financial Ombudsman Service.
Their contact details are: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel 0800 023 4567. http://www.financial-ombudsman.org.uk/
The FCA does not regulate some forms of Buy to Let mortgages and Inheritance Tax Planning