FINANCIAL ADVICE AND WEALTH MANAGEMENT IN ALRESFORD 

If you are looking for an independent financial adviser to discuss Investment planning, retirement planning, estate planning, or wealth management advice in Alresford, then we are perfectly located to assist you. Our office mascot Molly is lovingly cared for by Cedar Vets in the Dean, and although she’d prefer to be on the beach, she is unfortunately a regular visitor to New Alresford. Thank goodness for insurance! 
 
Our staff have had family connections in Alresford for over 17 years, with relatives being long standing members of the community. 

AT WINCHESTER INVESTMENT SOLUTIONS, WE PRIDE OURSELVES ON OUR PRAGMATIC APPROACH TO INVESTMENT MANAGEMENT. 

Our service includes the monitoring of market trends taking proactive measures to strategically adjust your portfolio. Our aim is to maximise returns and minimise risks, ensuring the best possible outcomes for you. 
 
As a privately owned boutique adviser, we offer independent and proactive advice on investments, pensions, ISAs, and tax planning. If you're seeking an experienced advisor who strives to optimise your returns while minimising risks and fees, our services will be of interest to you. Rest assured we are directly regulated by the FCA and uphold the highest regulatory standards in our operations. 
 
Not all advisers are the same, we are Independent, enabling us to consider everything in the marketplace, while also being able to provide holistic financial advice on your overall circumstances. 
WHAT SERVICES DO WE PROVIDE
 
 
 
 
 
 
 

WHY OUR SERVICES? 

What makes us unique, is our proactive investment service. Unlike other advisers, who generally offer reactive advice, we position your investments at outset to accommodate several specific opportunities. We will then monitor this daily to ascertain if they are impacted in any way. 
 
This approach has valuable benefits to clients, as making small changes to the underlying funds and asset allocation, ensures the correct positioning maximising potential returns and reducing your risk exposure. 
Benefits of using us
It can be useful to have a brief chat to quickly identify the service we provide, our charges and the value we can offer you. 
Schedule a conversation
 

SCHEDULE A CONVERSATION WITH CHRIS DOWNING NOW 

Appointment scheduling through Calendy scheduling 
Free initial Zoom meeting: 30 minutes 
Free initial Phone call: 30 minutes 

WE CAN ILLUSTRATE HOW THIS APPROACH HAS IMPROVED RETURNS FOR OUR CLIENTS SINCE 2011, SUBSTANIALLY OUTPERFORMING COMPARITIVE INDICES. 

We also can advise on every other aspect of your financial circumstances, including Inheritance Tax advice. 
 
We charge a small percentage fee based upon the value of your investments and we reduce this fee the more assets we manage for you, or your family. We are very happy to collate family assets together when calculating fees to reduce them as far as possible. 

CHARITY WORK 

We are a committed financial supporter of charities in the Winchester and surrounding areas, currently supporting Winchester Young Carers, for children that look after a parent or sibling with an illness or condition. More details can be found here. 
 
Chris our Principal was awarded the Mayor of Winchesters Award in 2023 for services to charities. 
 
More details of our charity work and approach to Environmental Social Governance can be found here. 
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