Your financial future starts with us

Bespoke wealth management and financial planning services for clients based in Winchester, Fareham and surrounding areas.

About us

We’re an independent firm with a genuine love for helping people and seeing lives change because of the work we do. We’re pretty likeable too, which is a bonus!

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About you

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Approaching retirement

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In retirement

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Unexpected life changes

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Passing down wealth

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Investing a lump sum

Meet our expert team

We all come as a package, so you know you’re receiving the best advice and support possible.

Robert Brealey
Chartered Financial Planner
Georgina Wright
Chartered Financial Planner
Ruth Wright
Personal Assistant

See who we’ve
already helped
“
The work that Abbotstone and Rob did was seamless. They made our situation and the options we have easy to understand.
Doug and Diane
“
We confidently live our lives and spend when we need to without worry, because Abbotstone are managing our finances for us.
Paul and Carolyn
Abbotstone Financial Solutions LLP profile

You can find us on VouchedFor

It’s easy for us to say positive things about our work, but you also need to hear from our clients. Take a look at our VouchedFor page to read more than 150 reviews.

Contact us

Ready to talk? If you want to find out more about how we can add value to your life, get in touch using the form or contact details below.

    48 Wickham Road,
    Fareham,
    PO16 7JE

    Abbotstone Financial Solutions LLP is an Appointed Representative of Julian Harris Financial Consultants of Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN and is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 153566. Abbotstone Financial Solutions LLP is registered at 48 Wickham Road, Fareham, PO16 7JE, registration number OC396007.

    The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

    The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.  Tax treatment is based on individual’s unique circumstances.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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