Independent Financial Adviser
Hampshire
In collaboration with Alex Groves and with the support of Abacus Associates, I offer unbiased, whole of market financial advice to business and private clients from my office at the Tanneries, in Titchfield.
With 28 years of experience, I offer holistic financial advice focusing on the needs and objectives of my clients. Advice should stand the ‘test of time’ and this is served best by nurturing long term professional relationships where financial arrangements are reviewed and updated to make sure they are on track.
As an Independent Financial Adviser, I work with your Accountant, Solicitor and Bank Relationship Manager to ensure cohesion of advice and that your needs are best served.
I am based in Fareham with clients in Portsmouth, Chichester and across Hampshire and West Sussex, and head office in Hereford.
I specialise in the following advice services:
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.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
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.
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.
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.
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.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Simon Glanville, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.