There are lots of people who could advise you on mortgages, and lifestyle and business protection. Why should you be drawn to Compass?
We are only as good as our people, so let us introduce you to our two partners, whose personalities give Compass its direction.
We have a reputation for friendliness and transparency: all of our clients know exactly how we are paid from the beginning of our engagement with them.
There are always new things happening in the world of finance, and we aim to keep ourselves — and you — right up to date. Click here to read a selection of stories.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 35 Old Garden Close, Locks Heath, SO31 6RN
01489 578338
Business Name
Compass Personal Finance
Services Offered
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