Independent Financial Adviser
Hampshire
Based in Titchfield with clients across the South in Portsmouth, Southampton and onto Bournemouth and the surrounding areas. In collaboration with Simon Glanville and with the support of Abacus, I am delighted to have run Abacus’s most southerly office at The Tanneries.
I have worked in financial services for 30 years and as a Defined benefits Specialist have the Gold Standard for Pension Transfer advice.
As an independent financial adviser, I am able to offer a whole of market and unbiased opinion.
Whatever your financial planning needs I aim to be able to assist.
Straight talking and total honesty has been my mantra for the past 30 years and I see no reason why this should change. Clients are centric to my business and I always aim to provide the very best solutions for them.
I want to be my clients trusted adviser for all things financial and to achieve this I need to offer top quality advice with exceptional service. I take the time to fully understand your needs before making and form of recommendation. Having built my recommendations, it’s just as important to me that they are regularly reviewed to ensure my clients aims and aspirations are achieved.
I specialise in the following advice services:
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Defined Benefit Transfer Specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Contact Alex Groves, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.