Together we’ll paint a brighter future in Southampton
As your independent financial planner in Southampton, we provide straightforward advice that cuts through the jargon, focuses on what you need and helps you reach your goals.
Since 1998, our Hampshire-based team has been creating bespoke financial solutions for individuals and families in Southampton from all walks of life. We’re always listening, adapting, and planning ahead to make sure we’re doing right by you.
You can count on us to guide you and your family from the start of our journey together to the end, with all the changes life brings in between.
Financial planning for people in Southampton just like you
This is a lifelong journey. We support people in Southampton and the surrounding areas at any stage of life, helping you to experience the full value of our guidance and gain lasting financial peace of mind.
If our recent client survey results are anything to go by, then our clients are very pleased with our service, listen to their stories here, scroll through for more:
of clients would recommend us to family, friends or work associates
0
believe working with us has helped or will help them to achieve their financial goals
0
were satisfied that we understand their needs and objectives.
We’re Fareham’s only employee-owned Top Rated Firm
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, distributed by the Times and the Telegraph.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Better yet, we’re Fareham’s only employee-owned Top Rated Firm.
To learn more about our inclusion in the guide, please visit our blog post by clicking here.
Recognised for excellence – A shortlisting made possible by you!
We are proud to have been shortlisted in VouchedFor’s Client Experience awards. We are delighted to be shortlisted in the Client Communication, Client Impact and Client Care category.
This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review. Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.
Check out our reviews on Google
Read our latest reviews and find out why our clients enjoy working with us.
Posted on Google
Jonathan Key
26 October 2024
Very helpful and courteous staff, looking to establish a long-term business relationship for careful financial planning. They have been a great help and source of advice.
Posted on Google
Paul Hopkins
26 October 2024
Look after my finances 100% and goes the extra mile
Posted on Google
Ros Cod
20 October 2024
I have been particularly impressed with Simon White. He spent a lot of time explaining the advantages of transferring a bond to my two children and has worked with them to get the best outcome from their share
Posted on Google
Hillary Bagshaw
17 October 2024
Excellent friendly and professional service. I have every confidence in this company.
Posted on Google
martin lenaghan
16 October 2024
Over 22 years with Lawrence Clarke and have always received a good service and advice.
Posted on Google
Lesley House
15 October 2024
Larry and his team are all amazing. I cannot praise them enough !
Posted on Google
alan price
12 October 2024
Our advisor Paul Davis has been financially advising us since the 1980's, and everything has been fine.
Posted on Google
Michael Foote
9 June 2019
Excellent financial advice and portfolio management. Highly recommended, I have been a client for over 20 years in a personal and business capacity and found their services second to none.
Call us. Drop us an email. Stop by for a chat.
Contact the team today and discover how we can help you.