Independent Financial Adviser in Waterlooville, Hampshire

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General information

We are an experienced IFA firm, offering a friendly, personal service to all new and existing clients. We have a home office in Waterlooville, and our main office, where we also have an accountancy practice, is in Hartley Wintney, Hampshire.

We also cover all PO postcodes and GU postcodes of Aldershot, Farnborough, Fleet, Farnham, Hartley Wintney and offer unbiased independent financial advice on:

• Pensions & Retirement planning
• Investments
• Mortgages
• Insurance

We can advise on Investment & saving, Personal retirement planning, Group pension / Stakeholder,ISAs / OEICs / Unit trusts, Mortgages, Equity release, Personal protection, Group protection / Life assurance, Taxation planning.

We meet a lot of our clients at their own home or office and would be very pleased to call and see you for a free no obligation initial meeting. Please give us a call to see how we can help.

We have a male and female adviser:

• MR BRIAN HELLYER
• MRS HEATHER O'REILLY

Brian has been an IFA for 12 years, having previously worked in the Banking industry and was an account manager when he left to set up his own financial services business. Brian places great emphasis on giving a quality personalised service to all his clients and offers a free no obligation first meeting at your home or office to discuss your financial requirements.

Heather is also our accountant and has been running Jupp Castle Accountants for 15 years. Heather’s philosophy is that life is too short and business is too important to work with boring or unresponsive people. At Jupp Castle - an established firm of chartered certified accountants in Hampshire - we're friendly, helpful and most importantly, real people, who take the time to understand you and your business

PLEASE GIVE US A CALL ON: 07778 774028 or 01252 849692.

or Email:   brian@juppcastle.co.uk  or  heather@juppcastle.co.uk.

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