Business Details
33 Years
experience
Independent Financial Advisers in Fareham
Deep Blue Financial is an established independent financial advisory firm dedicated to providing tailored, client-centric solutions. With over three decades of combined expertise, our team specialises in pensions, retirement planning, investment management, and protection strategies. We prioritise understanding individual client needs to deliver holistic advice aligned with personal goals and risk profiles. Our commitment to regulatory compliance and ongoing professional development ensures clients receive up-to-date, ethical guidance. We maintain strong relationships with leading financial institutions to offer competitive products while focusing on transparency and long-term client satisfaction.Our collaborative team approach combines technical knowledge with personalised service, supported by robust compliance frameworks. We serve clients across the UK, with a particular focus on the Fareham area, offering both face-to-face and remote advisory services. Our proven track record includes successful case studies demonstrating tangible financial improvements for clients. We maintain full authorisation from the Financial Conduct Authority and adhere to strict regulatory standards.
Services
Pension Planning
Retirement Advice
Investment Management
Protection Services
Estate Planning
Sustainable Investing
Wealth Management
Annuity Advice
Tax Planning
Financial Reviews
Details
- Year established: 1993
Highlights and features
- We offer fully independent, whole-of-market financial advice
- Our advisers hold advanced professional qualifications in financial planning
- We provide tailored solutions based on individual client circumstances
- Our team has over 30 years combined experience in financial services
- We maintain FCA authorisation and strict regulatory compliance
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Professional and knowledgeable
Excellent service
Highly professional
Very reassuring
Services
Pension Planning
Our pension planning service helps clients maximise their retirement savings through tailored strategies. We specialise in SIPP management, pension consolidation, and tax-efficient planning. With expertise in both personal and corporate pension arrangements, we help clients navigate complex transfer decisions and annuity options. Our advisers ensure compliance with changing regulations while focusing on long-term growth and security.
Investment Management
We offer comprehensive investment management covering ISAs, unit trusts, and portfolio management. Our approach considers individual risk profiles and financial goals, with options for both active and passive investment strategies. We provide regular portfolio reviews and rebalancing services to maintain optimal performance. Our expertise includes offshore funds and ESG-compliant investment vehicles for socially responsible investors.
Protection Services
Our protection services cover life assurance, critical illness cover, and income protection policies. We assess individual needs to recommend appropriate coverage levels and policy structures. The service includes both term assurance and whole-of-life solutions, with specialist advice on family protection strategies. We help clients understand policy terms and exclusions to ensure adequate financial safeguards.
Estate Planning
We specialise in inheritance tax mitigation and estate planning through trust structures and tax-efficient strategies. Our service includes assessing current estate positions, recommending appropriate trust vehicles, and advising on spouse exemptions. We help clients navigate complex tax rules including residential nil-rate bands to maximise wealth transfer to beneficiaries.
Sustainable Investing
Our ESG-focused service helps clients align investments with personal values. We analyse funds based on environmental, social and governance criteria, providing detailed ESG scoring and rationale. The service includes constructing portfolios with sustainable mandates and impact investing options. We maintain expertise in assessing both financial performance and ethical credentials of investment products.
People
Clive Corbett
Director/Adviser
Co-founding Director with over 30 years' experience in financial services. Specialises in pensions, investment and inheritance tax work. Active in both corporate and individual client advisory. Holds advanced industry qualifications and maintains technical expertise through continuous professional development.
Andrew Peters
Director/Adviser
Co-founding Director with 34 years' experience in pensions and investment markets. Combines technical expertise with practical client solutions. Specialises in complex pension arrangements and tax-efficient investment structures. Maintains active advisory role while overseeing compliance functions.
Paul Bamsey
Adviser
Specialist in pensions and long-term care planning with 25 years' advisory experience. Focuses on corporate pension transfers and retirement income strategies. Holds advanced industry qualifications and maintains technical expertise through regular training updates.
Dean Tiller
Adviser
Experienced adviser with 10 years in direct client advisory after 15 years in financial services. Specialises in protection, pensions and inheritance tax planning. Provides expert guidance on Wills and Lasting Powers of Attorney while maintaining technical knowledge through continuous development.
Andrew Sturgess
Adviser
Former paraplanner with 10 years' technical and advisory experience. Specialises in translating financial plans into practical solutions. Brings South African financial services perspective to UK market advisory work. Focuses on client education and long-term relationship building.
Questions
Are you truly independent financial advisers?
Yes, we are fully independent and whole-of-market, able to access the complete range of financial products and providers.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA number 190203).
What areas do you cover?
While based in Fareham, we provide services to clients throughout the UK.
Can you help with pension transfers?
Yes, we specialise in pension consolidation and transfers, including complex cases.
How are you paid for your services?
We operate on transparent fee structures, with options for initial consultations and ongoing advice.
