Financial Adviser in Winchester

Our office is not merely near Winchester. Bishop’s Waltham sits inside the Winchester City Council district, which makes us local in the administrative sense as well as the geographic one.

What that means in practice

It means short journeys, familiar ground, and an adviser you can actually sit across a table from more than once. Financial planning is not a single transaction; the value tends to come from the review three years later when circumstances have changed.

What we advise on

Pensions and SIPPs, retirement planning, ISAs and investments, protection, and estate and inheritance tax planning — the last of which is increasingly relevant in an area with property values like Winchester’s. The residence nil rate band has been fixed since 2020 and the main nil rate band frozen since April 2009, so more estates are drawn into inheritance tax each year without any rate ever rising.

Whole of market

We search the entire market rather than a restricted panel, and we are not financially incentivised to recommend particular products.

Arrange a conversation

6 Merlin Mews, Houchin Street, Bishop’s Waltham, SO32 1AR. The first appointment is free and without obligation. Call 01489 667727.

The Financial Conduct Authority does not regulate tax or estate planning advice. Tax treatment varies according to individual circumstances and is subject to change.

The value of your investment, and the income from it, can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.