20+

Years
with Yell

In Focus

Independent Financial Advisers

64 High St, Fareham, PO16 7BG Directions

Tel 023 9248 8600
   Now closed Open Monday 09:00 - 17:00

Why Choose Us?

Expert Advice
Highest Standards
Impartial Advice

Business overview

In Focus Asset Management & Tax Solutions Limited

In Focus Asset Management & Tax Solutions was established in 1998, specialising in Personal and Corporate Financial Planning.

Fully authorised and regulated by the Financial Conduct Authority, we deliver high quality advice with a professional and friendly service.

Our highly experienced advisers hold a wide variety of professional qualifications. They have all acquired the minimum Diploma 4 in Regulated Financial Planning and many have attained additional specialised qualifications.

As Independent Financial Advisers, we are free to advise on financial products available from all providers.

Historically, education has not provided any guidance with regard to the management of money and yet this is something that everyone has to deal with on a daily basis – rich or poor!

As such, our principle objective and duty as professional advisors is to help you understand where you are and where you want to get to, whilst aiming to ensure you have sufficient monies to live comfortably at any given stage of your life.

In addition to helping you have a clear understanding of your future, another key area we consider is the effect of taxation on your circumstances. We therefore, place great emphasis on being familiar with legislation to facilitate an advice process that enables both our private and corporate clients to have confidence that their financial position is being maximised.

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Products and services

financial planning

Investing for income or capital growth

Pension & retirement planning

Portfolio Management & risk analysis

Inheritance tax planning & Trusts

Life assurance & family protection

Wealth retention & tax planning strategies

Employee benefits & keyperson corporate protection

Corporate pension plans

Private & Corporate Clients

Wealth Retention Strategies

independent financial advisers

financial services

FCA regulated

financial consultants

income protection insurance

investments

life assurance & pension consultants

life insurance

investment consultants

tax planning

pensions

Credentials

Associations

  • Financial Conduct Authority
  • Federation Of Small Businesses

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