Independent Financial Advisers (IFA) in Southampton, Hampshire

Retirement Planning, Pensions, Corporate, Investments and Inheritance Tax (IHT)

Fairway Financial Management (IFA), Independent Financial Advisers, based in Southampton, Hampshire provide face to face independent financial advice to clients across the South Coast and the Home Counties.We are happy to meet with you at your home or place of work. We are passionate about the quality of the financial advice we provide and the ongoing service that we provide including financial planning, corporate financial planning, retirement planning, inheritance tax, pensions and investments portfolio management.

How we see our role as a Financial Adviser

We do not believe that financial advice is merely providing a simple, one-off solution. Keeping a close eye on your long-term investments is just as important as picking the right ones in the first place.

Our regular review meetings ensure that we keep your finances on track to achieve your goals, as well as allowing us to accommodate changes to your personal circumstances which may occur from time to time and may require an alteration in your investment objectives.

How will you benefit with Fairway?

We never forget that it's your money we're investing therefore we are always looking at new and innovative ways to improve our offering to you and help with any issues or concerns. As a vital part of our ongoing review program we will ensure that you are kept up to date with legislative changes which may have an impact on you both now and in the future

Fairway Financial Management aims to build long-term relationships with clients. By knowing what you want out of life, we can best plan and monitor your finances. This is done through our initial 4-step approach:

» Click here for more information about our 4-step approach to Financial Management

Important Notice:
The value of investments and/or pensions can fall as well as rise and you can get back less that you invested. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.