Expert Independent
Financial Advisers

Deep Blue’s truly unbiased and independent financial advisers put your priorities first. We listen and get to know your specific circumstance before providing tailored and considerate advice.

Independent financial advisers UK

Independent Financial Advice in Fareham covering Investments, Pensions and Protection.

Whatever stage of life, it is never too late or too early to speak to an independent financial adviser. Take the hassle out of financial planning. Get in touch to discuss your goals today.

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Investments

The right investment strategy is key to helping you achieve, not only your financial goals, but to your life goals, too. Experience advice cannot be provided on a one size fits all basis which is why our financial advice is holistic and always tailored.

Pensions and Retirement

Retirement is one of the key events or milestones in most people’s lives. Planning for your future is vital. Deep Blue’s pension advisers help you to prepare and make this time hassle-free and prosperous. Our expert independent financial advisers can help you get the most out of your pension arrangements.

Protecting you and your family against life uncertainties isn’t a nice thought. Facing it head on is the best way to manage transitions and ensure you are protected. Deep Blue’s Independent Financial advisers will work with you to establish your requirements, but also your opportunities & options.

The Deep Blue Process

Free Initial Consultation

A frank discussion where we will speak about all aspects of your financial life, including your objectives, expectations and requirements. We will learn about your plans for the future and your goals, you will learn about the services we offer and our fees.

Information Gathering

The Deep Blue financial advice team will get to work gathering information to help us build the bigger picture of your financial position. Our expert financial advisers will harness Deep Blue’s network of providers to supply quotes and tailored information based on your requests.

Research and Analysis

Once your objectives are agreed our independent financial team, based in Fareham, will start to prepare an analysis of your financial situation and find the right solution for you based on your attitude to risk and financial objectives. These are always completely tailored documents that will outline our final recommendations.

Presentation of Recommendations

At this meeting, our expert independent financial advisers will present our recommendations to you in the form of a detailed written report. We will talk it through with you thoroughly to make sure you are happy and confident. Then you can sign the relevant documentation ready for action to be taken.

Plan Implementation

Here we put the plan into action – we take every care to make sure that all necessary final steps are dealt with accurately and in a timely manner. Our team will work diligently to bring our recommendations and your requests into reality. Our objective is always to achieve your goals.

Ongoing service and Relationship

We are proud to maintain ongoing and fruitful relationships with our clients. We offer an annual review with our independent advisers. This will take into account any changes in your personal circumstances or attitude to risk; it is an opportunity for us to ensure that you are still getting everything you want from your money & plans.

The Deep Blue Process

Free Initial Consultation

A frank discussion where we will speak about all aspects of your financial life, including your objectives, expectations and requirements. We will learn about your plans for the future and your goals, you will learn about the services we offer and our fees.

Information Gathering

The Deep Blue team will get to work gathering information to help us build the bigger picture of your financial position. Our expert financial advisers will harness Deep Blue’s network of providers to supply quotes and tailored information based on your requests.

Research and Analysis

Once your objectives are agreed, we will start to prepare an analysis of your financial situation and find the right solution for you based on your attitude to risk and financial objectives. These are always completely tailored documents that will outline our final recommendations.

Financial advise

Presentation of Recommendations

At this meeting our expert financial advisers will present our recommendations to you in the form of a detailed written report. We will talk it through with you thoroughly to make sure you are happy and confident. Then you can sign the relevant documentation ready for action to be taken.

Plan Implementation

Here we put the plan into action – we take every care to make sure that all necessary final steps are dealt with accurately and in a timely manner. Our team will work diligently to bring our recommendations and your requests into reality. Our objective is always achieving your goals.

Ongoing service and Relationship

We are proud to maintain ongoing and fruitful relationships with our clients. We offer an annual review with our independent advisers. This will take into account any changes in your personal circumstances or attitude to risk; it is an opportunity for us to ensure that you are still getting everything you want from your money & plans.

Speak to an Independent Financial Adviser

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