P&P Invest Ltd has been effectively providing financial guidance to individuals and businesses for more than two decades. Senior adviser Philip Pearson at P&P holds the distinguished status of being a Fellow of the Personal Finance Society, a title achieved by less than 1% of financial advisers in the UK. Their advice and recommendations are characterized by complete impartiality, considering the full spectrum of investments and financial products available in the market from all providers in the industry. P&P Invest Ltd is poised to offer you a genuinely personalized service marked by rapid responses. Their advice and recommendations are exclusively tailored to your specific requirements, and any investment portfolio they oversee on your behalf is notably adaptable and can be swiftly adjusted in response to changing circumstances. They are amenable to establishing a more frequent review schedule. Irrespective of the agreed-upon intervals, they take the initiative to reach out when it's time for a review or whenever economic or other factors indicate that a review would be beneficial, allowing you the freedom to focus on more captivating pursuits.
UNIQUE FACTS:
• Charted Firm.
• Free Initial Consultation.
• Independent Financial Advice.
• Tailored Service.
• Regular Reviews.
Best Financial Services in Southampton
Expert recommended Top 3 Financial Services in Southampton, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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P&P INVEST LTD REVIEWS
Phillip is very professional, and approachable at the same time, and delivers what he offers. He gives good advice and follows the market closely and regularly, so to provide the best return. I am amazed by the excellent performances with transact this year! I am particularly happy that my investments go to sustainable companies.
Philip has been the commensurate professional simplifying financial advice to make our money work for us in ways we cannot believe. Delighted with the advice given and our investment returns just wish we had done it sooner, so we have recommended him to family and friends!
P&P invest are very professional and easy to talk to. Over the years Kevin Pattinson has given solid great advise. Always explaining the options in detail. Would whole heartedly recommend and trust P&P Invest.
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NorthStar Wealth Management is an award-winning independent financial planning firm dedicated to helping you gain control over your finances, grow your wealth, safeguard your lifestyle, and prepare for a more secure future. The founders of NorthStar are James Thompson and Derek Pegg. At NorthStar, they offer a fresh perspective and innovative approach to wealth management. Their team of chartered financial planners combines their expertise with cutting-edge technology to deliver top-quality independent financial planning and advice. Their mission is centred around providing unparalleled financial planning and wealth management services that result in tangible improvements in the lives of their clients. They take pride in their commitment to nurturing long-term relationships and remain dedicated to assisting their clients throughout their lives, even into their senior years. NorthStar ensures value for money in all the services they provide. They leverage the latest technologies to reduce costs and enhance the value they offer to their clients.
UNIQUE FACTS:
• A Solution That Fits Your Needs.
• Market-leading Low Fees.
• Totally Transparent Fees.
• Access Your Investments 24/7.
• Unique Personal Financial Needs.
Speciality:
£Price:
Plus from £1,200 upfront plus £120 per month
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
NORTHSTAR WEALTH MANAGEMENT REVIEWS
I found the advice that NorthStar gave to be very helpful. It covered all the necessary points and demonstrated a good working knowledge. Following the work carried out by NorthStar, I now have the confidence to retire, knowing that my pensions and investments are being proactively managed. I have a real understanding of my financial position and a strategy for my retirement. I would recommend NorthStar to others without hesitation.
Very impressed with the warm, professional service. Everything from the personal contact to all the literature and the website which is easy to navigate. I am very happy with the returns from the investments that North Star have set up for me. Will be recommending North Star to friends & family.
The service at Northstar is second to none , they conduct a thorough assessment of your appetite for risk and advise you accordingly. Great software and Comms to keep you up to date.
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Choice Financial Solutions is a family-operated firm of independent financial advisers specializing in retirement and investment planning. John Quaif is the Director and an Independent Financial Adviser at Choice Financial Solutions. They are dedicated to identifying the optimal solutions to address the distinct financial requirements of their clients. Their team consists of seasoned Independent Financial Advisers who provide genuinely independent Financial Planning guidance. These advisers are skilled at explaining and advising in easily understandable terms, and they remain engaged with you throughout the advisory process. Choice Financial Solutions is here to assist you, whether you have funds to invest, are saving for your retirement, or require a comprehensive assessment of your financial plan. They excel in helping you grasp complex matters by conveying them in simple terms. They understand the significant trust that clients place in a firm when entrusting them with their money and financial matters. As a testament to their commitment, they provide an ongoing advisory service to all their clients, a fundamental cornerstone of their approach. Additionally, they proudly announce their participation in the Financial Vulnerability Taskforce as a part of the Personal Finance Society.
UNIQUE FACTS:
• Online Appointments.
• Ongoing Review Service.
• Solve Their Individual Financial Needs.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CHOICE FINANCIAL SOLUTIONS REVIEWS
Great service. I worked with Ben Kany and could not recommend him more. He quickly arranged an appointment and sorted everything out for us in a very professional and stress-free manner, making the whole process very smooth and somehow enjoyable! Ben easily found us a good deal and even suggested a life insurance policy which very much meets our requirements. We will certainly be counting on Ben for remortgaging.
I have worked with John at Choice for many years, and always found him to be wonderful to deal with. Nothing is ever too much trouble and the help and guidance received has always been way above what I expected.
Paul at Choice has been an amazing help with mortgages and remortgaging over the last few years, I've recommended him to others and wouldn't go anywhere else!
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