About us

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.

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.

Our customer aims

  • We will create memorable first impressions

  • We will listen to the personal needs of each customer

  • We will treat every customer fairly, openly and with respect

  • We will establish and develop lasting customer relationships

  • We will keep our customers informed during recommendations

  • We will be clear about the suitability of the recommendations we make to our customers

  • We will bring your attention to the risks inherent in the markets in which you invest

  • We will be positive about resolving customer problems

  • We will conduct regular surveys of customer opinion

  • We will be knowledgeable and enthusiastic about our products and services

  • We will keep these customer commitments at the top of the agenda

  • We will be passionate about living the customer experience