Business Details
11 Years
experience
Trusted Financial Advisers in Southampton
Hamwic Wealth Management is dedicated to delivering tailored financial solutions designed to meet the unique needs of each client. With a focus on building long-term relationships, we specialise in investment planning, retirement planning, protection strategies, and intergenerational wealth management. Our team works closely with individuals and businesses to navigate complex financial landscapes, ensuring clients achieve both immediate and long-term objectives. Backed by St. James's Place Wealth Management plc, an FCA-authorised and regulated entity, we combine industry expertise with a client-centric approach.Our services cater to medical professionals, business owners, senior corporate executives, and private clients, offering clarity and confidence in financial decision-making. We prioritise transparency, integrity, and ongoing support, adapting to evolving client needs and market conditions. By leveraging bespoke strategies and tax-efficient solutions, we aim to help clients grow, protect, and preserve their wealth effectively. Our commitment to excellence is reflected in our accreditations and the trust placed in us by our clients.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 2015
Highlights and features
- We offer over a decade of experience in bespoke financial planning.
- Our client-centric approach prioritises long-term relationship-building.
- We provide access to FCA-regulated wealth management expertise.
- Our services are tailored to diverse client needs, from individuals to corporations.
- We focus on transparent, tax-efficient solutions for wealth preservation.
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Wealth Management plc
What people say
Finances more organised
Explains things clearly
Flexible and understanding
Services
Investment Management
Our investment management service helps clients grow wealth through tailored portfolios aligned with risk tolerance and goals. We offer ongoing monitoring and adjustments to ensure optimal performance. Clients benefit from access to FCA-regulated expertise and tax-efficient strategies.
Retirement Planning
We design comprehensive retirement plans to ensure financial security in later life. Services include pension consolidation, income projections, and tax-efficient withdrawal strategies. Our approach adapts to changing circumstances, helping clients achieve their desired retirement lifestyle.
Protection Planning
Our protection planning secures clients' assets and ensures their wishes are fulfilled. We provide life insurance, critical illness cover, and inheritance tax planning. This service offers peace of mind through tailored solutions that protect loved ones and business interests.
Corporate Services
Tailored financial solutions for businesses, including succession planning and employee benefits. We help company directors navigate complex financial decisions. Our services ensure business continuity and long-term growth through strategic wealth management.
Intergenerational Wealth Management
We specialise in transferring wealth across generations efficiently. Our strategies minimise tax liabilities while preserving family assets. Clients receive guidance on trusts, gifting strategies, and legacy planning to ensure their financial intentions are realised.
People
Rebecca Bailey
Chartered Financial Planner, APFS
With over 10 years' experience, Rebecca specialises in providing consultative financial advice to individuals and businesses. She focuses on building long-term relationships through trust and clear communication, offering bespoke solutions for medical professionals, business owners, and private clients.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate services, and intergenerational wealth management tailored to individual and business needs.
How do you work with clients?
We build long-term relationships by understanding your unique goals, then create bespoke financial plans with ongoing support and adjustments as your circumstances evolve.
Are you regulated by any official body?
Yes, we operate under St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority (FCA).
What areas do you cover?
Based in Southampton, we serve clients across Hampshire, Whiteley, and the UK, offering both in-person and remote financial advisory services.
How are your fees structured?
Our fees are transparent and discussed upfront. They may include initial advice charges, ongoing management fees, or commission-based structures depending on your chosen services.
