Protecting loved ones

Live your life without worries, knowing you're prepared for whatever comes your way. We’ll help you secure peace of mind for unforeseen circumstances.

Never underestimate the value of protection cover

No matter your age or stage in life, protecting those closest to you should be high on your list of priorities.

Whether you are accumulating wealth and have a young family or are in your fifties thinking about winding down, safeguarding your income not only provides stability for your loved ones but also offers peace of mind as you navigate life’s milestones and transitions.

Watch Sophie and Nick

What we will do to help

We are committed to achieving your goals as if they were our own.

1Recommend appropriate cover

We’ll explore income protection, providing monthly payments if you can’t work; critical illness cover for a lump sum payout; and life cover, available as either a lump sum or monthly payments upon death.

Before selecting the best option for your family, we’ll sit down, listen to your concerns, and ensure you have the right level of protection.

2Financial peace of mind

The true impact of protection often becomes clear when it’s most needed. After our conversation, you’ll have peace of mind knowing your family will be cared for, regardless of what the future holds.

It’s a priceless feeling and one that shouldn’t be underestimated. Reaching out to us could change your family’s life forever.

3Continue our relationship

We want to continue adding value to you and your family’s life by managing other aspects of your finances. Quite often, protection is just the starting point and there are many other ways we can help you financially.

Once your protection is in place, we can sit down to evaluate your finances and go from there.

This is how we make it work

Everyone we work with needs a personalised solution, and we tailor our services to meet and exceed your expectations. The journey and the outcome revolve around you.

How we work together

What our clients say about us

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:

Client survey results

of clients would recommend us to family, friends or work associates

believe working with us has helped or will help them to achieve their financial goals

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.

Click here to discover our full feedback

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.
  
 
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   Paul Hopkins 
 26 October 2024
 
 
  Look after my finances 100% and goes the extra mile
  
 
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   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.
  
 
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   martin lenaghan 
 16 October 2024
 
 
  Over 22 years with Lawrence Clarke and have always received a good service and advice.
  
 
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   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.