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Financial advice

Financial Advisers in Winchester

Our financial advice

From investment advice to financial planning, pension advice to long term care, our advisers in Winchester are on hand to help you get a clear view on the present and a strong plan for the future.

Our advisers can help you to:

  • Meet your financial goals
  • Increase your confidence as an investor
  • Draw up a financial strategy for retirement
  • Plan a financial future for you and your family

Pension advice Winchester

Your retirement is one of the most important points in your financial life. For many, it’s something to look forward to but it’s also not without its complications. Our advisers can help you:

  • Review your pension(s) and suggest how to squeeze more out of them
  • Explain options such as drawdown, annuities and taking the tax free portion of your pension
  • Plan your finances leading up to, moving into and throughout your retirement

Choosing your financial adviser in Winchester

Choosing a financial adviser is important. You’re putting your hard earned money in someone else’s hands and it’s important you feel comfortable talking about something as personal as your finances with someone you don’t know.

Find your local adviser

Find out more about financial advice near Winchester

Events near you

Retirement seminars

Book your spot at one of our free seminars. We’ll be discussing: Approaching retirement, Managing your money in retirement and Inheritance tax. You’ll find out about the common misconceptions and pitfalls around each topic and how advice can help.

Book your place

Meet a local adviser

Our advisers offer one on one sessions. No advice can be given at this stage but they can answer burning questions about advice and help you find out if and how you could benefit. These 30 minute sessions are free and there’s no obligation to take advice. Book in a session with a local adviser today.

Book a meeting

Advice in 3 easy steps

1. Speak to our Helpdesk

Book a call with our Helpdesk who’ll explain more about advice to find out how you’re doing and you can decide if you need advice at all.

Start now

2. Only receive what's right for you

We’ll only recommend you meet a financial adviser if it’s right for you. If not, we’ll offer further information to help you make decisions for yourself – it’s your call.

3. Meet your adviser

If you choose to progress from our free call back and take full advantage of our advice, we’ll book your first free meeting with an adviser. They won’t provide advice at this stage but they’ll discuss the process and charges with you and start getting into what you want to achieve through advice.

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Speak to our helpdesk

Financial Advice FAQs

Ask us anything and we'll see how we can help. Here are a few of our most frequently asked questions: