Financial & wealth planning at its best!

Compass Wealth Management are one of the South's leading Wealth Management Advisers & Investment Managers.

From a modest beginning in 2001, Compass has become one of the most successful Wealth Managers in the South advising clients with Assets under influence of £4.8 billion.

Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.

About us

Compass Wealth Management is uniquely positioned to provide solutions to meet all financial planning needs

Learn more

Services

Offering a range of services, we can help you make sense of your finances.

All services

Investment Management

Everyone wants to maximise the growth on their Investments and using a selection of well-managed investment funds can often be the best solution.

Read on

Publications

Compass Wealth Management is uniquely positioned to provide solutions to meet all financial planning needs

All publications