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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.

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We Provide Comprehensive And Expert Advice For Our Clients