Financial Advisers Southampton

If you are looking for Financial Advisers Southampton – Paul Murray Investments are based in Portsmouth but also provide Financial Advice in Southampton.

We offer initial consultations at our office at no cost to yourself and with no obligation, in certain circumstances it is possible that Paul will visit you in your home, but this will be at his discretion. The cost of our service will be explained to you at the initial meeting and an agreement will be made as to the ongoing service which we will provide. We have three service levels and can accommodate any preferences you may have with your investment strategy.

We aim to provide quality financial planning with first class service to Southampton, Portsmouth and the surrounding areas.

We provide quality financial planning advice to the serious long term investor. Paul Murray is accredited by SOLLA (Society of Later Life Advisers) and provides a range of services.

Our Key services:

  • Cash Flow Planning
  • Retirement Solutions
  • Wealth Creation
  • Care Planning
  • Protecting Your Wealth
  • Stockbroking Services
  • Auto Enrolment for Business

Ongoing Service

In our view ongoing service is as important as implementation of advice. We provide ongoing service to ensure that your portfolio remains in line with your objectives and attitude to risk. We will review your portfolio and recommend any ongoing changes. We look to develop long term relationships with our clients.

Professional Partners

We also work alongside Solicitors and Accountants to assist with any client matters that are more appropriately dealt with by a Financial Planner. We can support you on areas where specific Financial Advice is required, such as Will’s, Trusts, LPA’s etc.

We recognise the importance of working carefully with a client’s legal and tax advisers to ensure a co-ordinated approach.

Please contact us to find out how we can assist you.

Find out more information about IFA Portsmouth.