Truly independent and unbiased, Deep Blue are expert financial advisers that put your priorities first. We listen and get to know your specific circumstance before providing tailored and considerate advice.
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.
The right investment strategy is key to helping you achieve, not only your financial goals, but to your life goals, too. Experience has taught us that good investment advice cannot be provided on a one size fits all basis which is why our advice is holistic and always tailored.
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 financial advisers can help you get the most out of your pension arrangements.
Protecting you and your family against life’s 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Head Office
Deep Blue House
Lower Quay
Fareham
Hampshire
PO16 0XR
Deep Blue Financial Ltd Registered in England and Wales. Number 03816301. Registered Office. Deep Blue House, Lower Quay, Fareham, Hampshire, PO16 0XR
Authorised and Regulated by the Financial Conduct Authority. No 190203 https://register.fca.org.uk/.
The value of your pension or investment is not guaranteed and can go down as well as up.
The information contained within the website is subject to UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain and you are not satisfied with our response, you may be able to refer it to the Financial Ombudsman Service. Who can be contacted free of charge as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123. www.financial-ombudsman.org.uk
