Business Details
Your Trusted Financial Adviser in Hampshire
We are a dedicated wealth management and financial planning practice serving individuals, families, and businesses across Hampshire, Dorset, and Wiltshire. Our approach is rooted in building long-term relationships founded on trust, transparency, and a deep understanding of our clients' unique financial circumstances. We provide tailored advice designed to align with your personal and business objectives, ensuring your financial strategy evolves alongside your aspirations. Our services span investment management, retirement planning, protection planning, and intergenerational wealth management, supported by a team of specialists in tax planning, legal matters, and specialist banking.We prioritise clear communication, keeping clients informed through regular market updates and quarterly publications. By combining bespoke service with access to St. James's Place's extensive resources, we aim to deliver high-quality, future-focused financial solutions. Our commitment to professional standards is reinforced by our association with St. James's Place Wealth Management, a firm authorised and regulated by the Financial Conduct Authority. We host exclusive events to deepen client engagement and provide insights into critical wealth management topics. Our goal is to empower clients to make informed decisions that secure their financial future and benefit their loved ones.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We offer tailored financial advice aligned with your unique goals.
- Our team collaborates with St. James's Place specialists for comprehensive solutions.
- We host exclusive events to enhance client understanding of wealth management.
- Regular strategy reviews ensure your plan adapts to life's changes.
- We guarantee the suitability of advice through St. James's Place oversight.
Associations and certifications
- Cyber Essentials Plus Certificate
- St. James's Place Wealth Management (FCA regulated)
What people say
Tailored financial advice
Expert knowledge
Regular communication
Comprehensive solutions
Services
Investment Management
Our investment management service focuses on building and growing your wealth through tailored strategies. We assess your risk tolerance, financial goals, and market conditions to create diversified portfolios. By leveraging St. James's Place's expertise, we ensure your investments align with your long-term objectives while maintaining flexibility for life's changes.
Retirement Planning
We help you prepare for a secure retirement by developing comprehensive pension strategies. Our approach considers your desired lifestyle, income needs, and tax efficiency. We provide guidance on contribution levels, investment choices, and retirement age optimisation to ensure your savings sustain you throughout your post-work years.
Protection Planning
Our protection planning safeguards your financial well-being against unforeseen events. We evaluate your insurance needs, including life cover, critical illness, and income protection. By aligning policies with your family circumstances and financial commitments, we ensure your loved ones remain financially secure in challenging times.
Corporate Services
We offer tailored financial solutions for businesses, covering succession planning, cash flow management, and employee benefits. Our corporate services help business owners navigate complex financial decisions, ensuring company stability and growth while addressing personal financial goals linked to business ownership.
Intergenerational Wealth Management
This service focuses on preserving and transferring wealth across generations. We address inheritance tax planning, trusts, and philanthropy to protect your assets and support your family's future. Our specialists ensure your wealth is distributed according to your wishes while minimising tax liabilities.
People
Jonathan Gibbons
Wealth Management Specialist
Jonathan Gibbons is a dedicated financial adviser with expertise in wealth management and financial planning. He builds long-term relationships with clients, providing tailored advice to individuals, families, and businesses. His approach prioritises clear communication and access to specialist resources through St. James's Place.
Questions
What areas do you cover?
We serve clients in Hampshire, Dorset, and Wiltshire, providing localised financial expertise.
How do you tailor financial advice?
We conduct in-depth consultations to understand your unique goals, family circumstances, and risk tolerance before creating custom strategies.
What specialist resources are available?
Clients access St. James's Place specialists in tax planning, legal matters, investment management, and retirement planning through our partnership.
How often are financial plans reviewed?
We recommend regular reviews to ensure your plan adapts to life changes, market conditions, and evolving financial objectives.
What is the St. James's Place Guarantee?
This guarantee ensures the suitability of advice given by our representatives for St. James's Place products, backed by their regulatory oversight.
