Compass Finance
A tailored personal service with advice on investments, retirement planning and wealth management
Explore our approaches£0m
Clients assets under management
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Team Members
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Clients
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Years' Compass has been advising
We understand no two clients or circumstances are the same. That’s why we provide a tailored personal service with advice on investments, retirement planning, and wealth management.
We’re here to help you.
Our Services
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Investment
Investment
No two clients are the same. Manage your wealth and investments including ISAs.
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Tax
Tax
No two scenarios are the same. Keep your wealth in the family with inheritance tax planning.
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Savings
Savings
No two journies are the same. Build your savings over short, medium, and long terms.
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Insurance
Insurance
No two circumstances are the same. Protect against unforeseen circumstances with the right insurance.
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Families
Families
No two families are the same. Ensure your families wealth is preserved for future generations.
