Independent Financial Advisers
64 High St, Fareham, PO16 7BG Directionshttps://www.yell.com/biz/in-focus-fareham-3835243/#view=map
Why Choose Us?
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.
Products and services
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
income protection insurance
life assurance & pension consultants
- Financial Conduct Authority
- Federation Of Small Businesses