David Winter Independent Financial Advisers Ltd

Independent Financial Advisers

Victoria House, 2, Grove Rd, Fareham, PO16 7TE Directions

Tel 01329 280661
   Now closed Open Wednesday 09:00 - 17:00

Business overview

An enthusiastic, focused and forward thinking practice, at david winter Independent Financial Advisers we pride ourselves on our dedication to professionalism and our commitment to providing a first class service to our clients.

Independent Financial Advice is considered the gold standard in the industry, since it offers guidance on and access to, a huge pool of products.

Our independent status means that we are not tied to any one company or group of companies. We are able to give you impartial, constructive advice on all aspects of your financial needs, including pensions, investments, retirement planning, inheritance tax planning and protection in the form of life cover and/or critical illness cover.

Offering a professional yet relaxed service from our convenient offices in Fareham, David Winter Independent Financial Advisers seek to promote long-term relationships with clients and provide experienced, pragmatic and holistic financial planning.

With over 40 years experience we consider your current financial situation, any existing arrangements, your future plans and goals and your attitude to investment risk. We listen, discuss your needs and priorities and advise on the best route for you to take.

We offer a choice of payment methods and will discuss this with you at an initial meeting, which is at our expense.

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Products and services

Independent financial advisers

Life insurance

Pensions

Investments

Financial consultants

Inheritance Tax Planning

Protection

Retirement Planning

Financial Planning

Credentials

Associations

  • Financial Conduct Authority

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