Business Details
17 Years
experience
Trusted Financial Advisers in Chichester
Marchwood IFA was established in 2009 to provide highly specialised independent financial advice. We offer expert guidance on mortgages, investment and pension planning, and retirement life-stage planning including equity release and pension drawdown. Our team delivers a bespoke, independent, and professional service that empowers clients to make essential financial decisions with confidence. We pride ourselves on being responsive, offering services tailored to individual needs while maintaining transparency in our fee structure. Our mortgage advisors operate without lender ties, ensuring access to the entire market for first-time buyers, buy-to-let investors, and remortgagers.Investment specialists guide clients through tax-efficient options like ISAs, investment bonds, and inheritance tax planning. Pension experts assist with retirement strategies, including drawdown calculations and new pension schemes. Equity release specialists help clients unlock tax-free cash from their homes while considering family implications. We charge no fees for most mortgages, relying on lender commissions, and only apply transparent fees when necessary. Our commitment to community includes supporting local charities and sports clubs in Chichester. Authorised and regulated by the Financial Conduct Authority, we ensure compliance with UK regulatory standards.
Services
Mortgages
Investments
Equity Release
Pensions
Retirement Planning
Details
- Year established: 2009
Highlights and features
- We offer independent financial advice across the whole mortgage market
- No fees charged for most mortgage arrangements
- Specialist teams for mortgages, investments, pensions and equity release
- Transparent fee structure with clear commission disclosures
- Community-focused firm supporting local charities and sports clubs
Associations and certifications
- Financial Conduct Authority
What people say
Outstanding service
Very professional
Quick and find good deal
Always available
Highly recommended
Services
Mortgages
Our independent mortgage advisors provide access to the entire market without lender restrictions. We specialise in first-time buyer mortgages, buy-to-let investments, and remortgaging solutions. Our team simplifies complex lending criteria while maintaining transparent fee structures.
Investments
We offer tailored investment strategies including tax-efficient ISAs, investment bonds, and inheritance tax planning. Our experts assess risk profiles and cash flow requirements to create diversified portfolios aligned with long-term financial goals.
Equity Release
Specialist equity release advisors help clients aged 55+ unlock tax-free cash from their homes. We provide comprehensive guidance on lifetime mortgages and inheritance implications with a free initial consultation.
Pensions
We deliver expert pension advice covering drawdown strategies, defined contribution calculations, and new pension scheme selection. Our approach considers risk profiles and life-stage changes to ensure financial security in later life.
Financial Planning
Comprehensive financial planning services integrate mortgages, investments, and pensions. We create bespoke strategies with regular reviews to adapt to changing circumstances and market conditions while maintaining regulatory compliance.
People
James Mayne
Mortgage Advisor
Professional mortgage broker with extensive market knowledge, known for finding optimal solutions and maintaining clear communication throughout the process.
Jon
Mortgage Specialist
Experienced mortgage advisor providing expert guidance on residential and investment property financing with a client-focused approach.
James Gordon
Mortgage Consultant
Dedicated mortgage professional with proven expertise in complex cases, including self-employed applicants and challenging lending scenarios.
Hamish
Investment Advisor
Skilled investment specialist offering comprehensive market access and personalised portfolio management with attention to tax efficiency.
Richard
Pension Expert
Knowledgeable pension advisor specialising in retirement planning and legislative compliance, providing clear guidance on secure financial futures.
Questions
Are you truly independent financial advisers?
Yes, we are independent and not tied to specific lenders, providing access to the entire mortgage and investment market.
How do you charge for mortgage advice?
Most mortgages incur no client fees as we receive lender commissions, with any charges discussed and agreed upfront.
What areas do you cover?
We primarily serve Chichester, West Sussex, and surrounding areas including Portsmouth, Petersfield, and Bognor Regis.
Can you help with first-time buyer mortgages?
Yes, we specialise in first-time buyer mortgages and provide guidance throughout the entire purchasing process.
Are you regulated by any official body?
We are authorised and regulated by the Financial Conduct Authority (FCA number 500709).
Do you offer equity release advice?
Yes, we have dedicated equity release specialists to help clients aged 55+ access tax-free cash from their homes.
