Compass Wealth Management are one of the South's leading Wealth Management Advisers & Investment Managers. From a modest beginning in 2001, Compass has become one of the most successful Wealth Managers in the South advising clients with Assets under influence of 6 billion. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Everyone wants to maximise the growth on their Investments and using a selection of well-managed investment funds can often be the best solution.
Services
Services
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Choice of the professional
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We work closely with clients who are currently serving or retiring from the Army, Royal Navy and Royal Airforce to offer Financial Planning and Wealth Management Solutions. We understand that when you have retired or are approaching retirement from the armed forces your financial position will change significantly and this is the time that professional advice in this specialised and unique area will be required.
Our terms of business
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With so many financial products and solutions available on the market today and the ever increasing needs of clients it is important for you, "the client", to know exactly what service we provide, how our on-going relationship will work and importantly how much our services will cost. For a full copy of our Value & Service Proposition, please contact us on 02392 231448.
Portfolio management
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Everyone wants to maximise the growth on their Investments, using a selection of well-managed investment funds can often be the best solution. Combining various styles and types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies.
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