Engaged Client Focused Financial Advice

About David Winter

We Pride Ourselves On Our Dedication To Professionalism

At David Winter Independent Financial Advisers we pride ourselves on our dedication to professionalism and our commitment to providing a first class service to our clients. Independent Financial Advice is considered the gold standard in the industry, since it offers guidance on and access to, a huge pool of products. Our independent status as financial advisers in Fareham means that we are not tied to any one company or group of companies.

The Advice

We are able to give you impartial, constructive advice on all aspects of your financial needs, including pensions, investments, retirement planning, inheritance tax planning and protection in the form of life cover and/or critical illness cover.

Our Services

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Pensions

We believe that pensions should form an important part of everybody’s financial planning.

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Inheritance Tax Planning

Ensuring your heirs inherit according to your wishes without incurring unnecessary taxes.

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Protection

We use the very latest technology that enables us to access the whole of the market to obtain the best rates and products for our clients.

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Investments

We understand why many people still believe that sticking to the safety of bank and building society deposit accounts is the right thing to do.

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Retirement Planning

We are able to explain all the options which might be available to you and help you to make an informed decision about your income provision in retirement.

About David Winter

Offering A Professional Yet Relaxed Service

Offering a professional yet relaxed service from our convenient offices in Fareham, David Winter Independent Financial Advisers seek to promote long-term relationships with clients and provide experienced, pragmatic and holistic financial planning.

With over 40 years experience we consider your current financial situation, any existing arrangements, your future plans and goals and your attitude to investment risk. We listen, discuss your needs and priorities and advise on the best route for you to take.

Payment

We offer a choice of payment methods and will discuss this with you at an initial meeting, which is at our expense.

Testimonial

Our Clients Reviews

Harry immediately advised us on better investments, and we have followed his advice and feel secure that he is looking after us in the best way. His team have also given great support. Everyone is very friendly and approachable.

Robert went through everything I felt I needed to know about setting up a pension advising me of the benefits of combining my pensions and how/where it will be invested.

We are very happy with the recommendations and moving forward knowing this will work out for us.

My three pensions are now consolidated which makes it much easier to see where I stand. I found the new drawdown options quite complex so was very pleased to have them explained to me in language I could understand and am now able to choose my level of income accurately and most importantly I have been able to do this whilst paying the minimum amount of tax

Thanks for your excellent advice, investment management and professionalism. Dealing with you guys is an absolute pleasure.

A very knowledgeable and professional advisor, guiding my wife and I through a complex issue of multi-pension investment. Rob is very personable, quickly establishing a social environment to guide the unfamiliar subject matter. Very pleased to be working with Rob, look forward to a long and successful investment relationship.