Winchester Investment Solutions Ltd

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Winchester, United Kingdom

wisifa.co.uk
Financial consultant· Investment Management· Investment service

Winchester Investment Solutions Ltd Reviews | Rating 5 out of 5 stars (5 reviews)

Winchester Investment Solutions Ltd is located in Winchester, United Kingdom on Orchid House, Lanham Ln. Winchester Investment Solutions Ltd is rated 5 out of 5 in the category financial consultant in United Kingdom. We pride ourselves on offering a unique Wealth Managemant Service to clients. We will conduct an assesment of clients investments or pensions identifying how they are performing and whether they meet with the clients risk objectives. We use specialist risk analysis software to control the degree of risk you are exposed to, ensuring this meets with your expectations. This information will be detailed in a comprehensive report outlining any recommendations will feel would be advisable. We would charge for this report, but this would be a reasonable fee based upon the time involved. We provide Independent advice providing truly unbiased advice. If you would like us to manage your investments we will happily do so in a proactive manner. In this respect we liaise with our clients closely and make changes to asset allocations or underlying funds as they are necessary and not just when they are due a six monthly valuation. This forward thinking approach has ensured most of our business comes from recommendations. Our Head Office is based in Winchester but with serviced offices also in Cental London we are well placed to look after clients throughout Southern England. We are directly Authorised and Regulated through the Financial Services Authority ref 498988. Registered in England and Wales 684160.

Address

Orchid House, Lanham Ln

Phone

+44 1962849154

Company size

1-10 employees

Headquarters

Winchester

Founded

2009

Open hours

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M

Martin Gee

My wife and I have been using Winchester Investment Solutions for years. We have been very impressed with Chris' and Dawn's handling of our financial affairs. We have confidence our investments are in safe hands. They provide a professional, informative and friendly service.

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Caroline Hayes

Chris Downing has been my Financial Advisor for the past 16 years. During that time he has provided a substantial tax free income for me. He explains complicated matters very clearly and is patient in answering questions. I have recommended him to friends and family and would have no hesitation in doing this again.

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PJ D

My family and I have used Winchester Investment Solutions for many years. The investment advice has always been excellent and delivered great results. Chris and team are super helpful and friendly and it’s always a pleasure dealing with them.

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Rosy Blockley

Chris has been taking care of our financial affairs for upwards of ten years now and we appreciate enormously the personal touch which he provides, and which seems to be lacking from larger establishments. His knowledge of all things financial is both broad based and informative.

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Joy Housham

Since transferring to WIS a few years ago, I have been absolutely delighted with the highly professional investment advice and service from Chris and Dawn. Quality of communication and speed of response to queries are outstanding - just what I need from a financial advisor!