FINANCIAL ADVICE AND WEALTH MANAGEMENT IN SOUTHAMPTON 

If you are looking for an independent financial adviser to discuss all forms of wealth management or investment advice in Southampton, then we are perfectly located to assist you. 
 
We have strong connections with Southampton, Chris, the Principal, having grown up and gone to school in Bitterne, and his family lives in and around the city. 
 
We provide a unique advisory service, managing individuals and business’s investments, but we have a different approach to other Southampton advisers, which sets us apart and enhances the potential for improved investment performance. 
 
We can easily look after existing investments, ISAs, and pensions that you have, by simply appointing ourselves as your adviser. 
 
We can illustrate the difference our services make with over 13 years of investment performance, detailing every fund change we’ve ever made. A complete account of what we did and its impact. 
WHAT SERVICES DO WE PROVIDE
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 
 
 
 
 
 
 
 

WHY USE OUR SERVICES? 

What makes us different to other advisers in Southampton, is that at outset, we reposition our clients’ investments to accommodate exactly where we think the best possible opportunities are. That will involve us adopting a select number of underlying strategies, that we perceive offer growth opportunities in the coming year. 
 
This will importantly take account of underlying economic conditions and the specific risks facing countries, asset types, enabling us to focus on individual areas while avoiding others. This hands-on strategy needs close monitoring, which we undertake daily. This reduces risks and adds to potential performance. 
 
What makes us different is that if our strategies need to be changed at any time, because they’ve been impacted in some way, we will do so. 
 
This proactive service is unusual, normally advisers are only reactive. 
 
If you are going to pay a financial adviser for their advice, then you deserve the best possible outcomes. 
 
This proactive strategy gives you added value as an investor, and we can illustrate how our asset allocation decisions have improved our clients’ investments. 
Benefits of using us

CHARITY WORK 

We are a committed financial supporter of charities, 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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