Compass Wealth Management
Financial Services in Portsmouth, Hampshire
CWMG is one of the biggest companies of IFAs in the South. From a modest beginning in 2001 the Compass Group has become one of the region's most successful Wealth Managers. Such growth has been no accident. It has come through the Group always having a vision of where it wants to be, and the uncompromising determination to turn that vision into a reality
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About Us
read moreCompass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Through our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.
Retirement planning
read moreRetirement planning is the important task of deciding how you will live once you retire. Retirement planning involves the consideration of a number of factors, including at what age you hope to retire, how much money you will need to cover living expenses coupled with the things you plan to do once you've retired, and where your money will come from. Generally speaking, retirement planning is planning your finances for the period of life after you stop working. Retirement might still seem like a lifetime away for some so starting a pension may be the last thing on your mind.
Family protection
read moreFamily protection is a simple way to help financially protect you, Your home and Your loved ones. Here at Compass Wealth Management we will be able to establish which type of protection you require, and we will be able to search the whole of the market and find the right solution for you.
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