B2177, Southampton, Hampshire SO32 1AH, UK
B2177 Waltham Chase SO32 1AH GB

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:

•Tax efficient investment planning
•Inheritance tax planning
•Pension Planning

I have graduated through the Chartered Insurance Institute and have been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at http://www.cii.co.uk/code.

My website http://www.hampshirefinancialplanning.co.uk provides more information about the service I provide.


‘The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’

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