Our unique Wealth Management Service endeavours to provide clients with the best possible investment outcome, through the careful selection of asset classes while maintaining a forward-thinking strategy.

We provide a proactive advisory service, where we position clients’ portfolios’ in asset classes that we believe will prove favourable over the next 6-12 months. Where possible we attempt to sidestep risks, especially where they are disproportionate to the potential returns. We’re not afraid to change our approach and where necessary we will make additional changes to investment strategies. All of our clients are treated the same.


Locating a new adviser isn’t easy, as no two are the same, the main differences will lie in their areas of expertise, their charges, knowledge and service proposition. Our aim is simple, to provide quality Wealth Management advice at a reasonable cost.


We look after clients Investments, ISA’s and Pensions as well as providing specialist advice on ways in which you can reduce your Estates liability to Inheritance Tax. These include Investments that are currently free from Inheritance Tax after 2 years.

We thought it would be helpful to highlight some of the key question’s we’re asked on a regular basis, along with some useful guidance.

Go to FAQ

  • Caroline Hayes

    Positive:

    Professionalism, Quality

    Would like to take this opportunity to thank you for all your advice and service this year, my investments are in very safe hands.

  • Jane Pyatt

    Positive:

    Professionalism, Quality, 
    Responsiveness, Value

    Chris and Dawn have looked after our family for 2 generations, and provide the most dedicated, homely and comforting service. Yes, with professional and ethical qualities.

  • Rakesh Modha

    Positive:

    Professionalism, Quality, 
    Responsiveness, Value

    Chris has looked after our pensions for over 15 years now, and I would not hesitate recommending him due to his professionalism and knowledge. His caring but uncomplicated approach has always been most welcome. Thank you so much Chris.

  • PJD

    Positive:

    Professionalism, Quality, 
    Responsiveness, Value

    My family and I have used Winchester Investment Solutions for many years. The investment advice has always been excellent and delivered great results. Chris and team are super helpful and friendly and it’s always a pleasure dealing with them.

  • Robin Mcmillan

    Positive:

    Professionalism,  Responsiveness

    Excellent service and advice, explained in terms that can be easily understood and Chris has been particularly helpful in steering my investment through the recent Covid related choppy waters.

  • N & S Hale

    Positive:

    Professionalism, Quality, 
    Responsiveness

    Chris has been a trusted family advisor for many many years, he has always provided sound advise on our investments and we would not hesitate to recommend his services.

Go to Testimonials

   

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