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Simon Back DipFA

Independent Financial Advisor

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About


and

I am a fully qualified Independent Financial Advisor (IFA) who holds a QCF Level 4 Diploma for Financial Advisors qualification and Statement of Professional Standing issued by The London Institute of Banking & Finance formerly known as The Institute of Financial Services. I am currently working as an Appointed Representative of Compass Wealth Management Consultants who are based in Waterlooville, Hampshire.

Services


I am here to help you make sense of your finances.

More than that, I will work with you to understand your financial priorities and, drawing on my extensive experience and expertise, work with you to achieve them. So whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - I will do my utmost to find the solutions that work for you and your family.

Life is not always plain sailing, your financial situation may change, as may your priorities. Yet my clients know that they can trust me as their Compass Wealth adviser to direct and guide them through the financial journey of whatever life brings.

Investment

  • Unit Trusts
  • OEICs
  • ISAs
  • Investing for Income
  • Ethical Investments
  • Offshore Investments

Pensions and Retirement

  • Pension Review
  • Retirement Planning
  • Stakeholder Pensions
  • Drawdown Pensions
  • Pension Transfers
  • SIPPs
  • Pension Consolidation

Insurance and Protection

  • Life Insurance
  • Critical Illness Insurance
  • Income Protection Insurance
  • Family Income Benefit

Savings

  • School Fee Planning
  • Saving for Children and Grandchildren
  • Regular Savings
  • Lump Sum Savings

Financial Planning

  • Wealth Management

Tax and Trust Planning

  • Tax Planning
  • Estate Planning
  • Captial Gains Tax
  • Income Tax

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Contact


Simon Back DipFA

Independent Financial Advisor

Compass Wealth Management Consultants
5 Lancer House, Hussar Court, Westside View
Waterlooville, Hampshire, PO7 7SE

  • (02392) 231448
  • (07814) 933669

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