Our comprehensive services

Your Compass adviser can help you make sense of your finances. More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them.

So, whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you. Life is not always plain sailing, your financial situation may change, as may your priorities. Yet clients know that they can trust their Compass adviser to direct them through the financial consequences of whatever life brings.

Portfolio Management

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

Portfolio management

Retirement Planning

Retirement planning is the important task of deciding how you will live once you retire.

Retirement planning

Corporate & group pensions

Employees are by far an organisation’s most important asset

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Family Protection

Family Protection is a simple way to help financially protect you, your home and your loved ones.

Family protection

Equity Release

Unlocking money from your home. Equity release plans, also called lifetime mortgages, home reversion or home income plans and are a way of releasing cash, whether to buy that new car, to pay for a holiday or home improvements, or simply to make daily life more comfortable.

Equity release

Mortgage Planning

Getting the right mortgage deal can mean making some pretty difficult choices, it makes sense to seek the best professional advice.

Mortgage planning

True Potential

Compass provide the capability to give their clients their information wherever and whenever they need it. With this ethos in mind, clients can access their financial information through their mobile devices 24/7.

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