Fareham

Tailored financial planning in Fareham and across East Hampshire

Client relationships are personal to us. Financial planning isn’t just about the money, but about what you want from life. From starting out as a young family to choosing how to retire, we’re with you each exciting step of the way.

Our East Hampshire office is ready to help

Financial planning is tailored, personal advice on how your wealth can be put to work to achieve your life goals. It is the focus of our Fareham office.

Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we’ll draw up a detailed financial plan to get you there. Divorce, NHS pensions and helping business owners are our particular specialisms.

East Hampshire Investment planning and strategy services

We’ll select a suitable investment strategy that aims to deliver the returns you need without taking too much risk. If right for you, we’ll recommend suitable financial products to help meet your goals.

For particularly high-net-worth individuals, families and organisations, we also offer bespoke discretionary fund management services.

At our Fareham office, the only thing we’re more obsessed with than helping provide you with the best financial planning around, is our team dog and unofficial mascot. We can also connect you to our portfolio management teams in Chichester and along the south coast in Brighton and Lymington should you need it. Speak to us today about the advice we offer.