Business Details
Expert Financial Planning Services in Hampshire
At Encompass Financial Management, we specialise in crafting tailored financial strategies to secure your future. With a client-centric ethos, we prioritise your unique goals, whether in investments, pensions, or estate planning. Our team combines advanced financial planning technology with personalised service to address individual risk profiles and aspirations. Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while offering transparent advice. We collaborate with specialist providers to deliver comprehensive solutions, including ISAs, SIPPs, and inheritance tax planning. Our process begins with understanding your family's needs and retirement ambitions, followed by designing bespoke strategies and implementing them with meticulous documentation.We operate as part of IWP Financial Planning Limited, leveraging group resources while maintaining local service delivery. Our approach balances care and expertise to navigate complex financial decisions, ensuring compliance with regulatory frameworks where applicable. We provide ongoing support to adapt strategies as life circumstances evolve, focusing on long-term financial security. Client testimonials affirm our commitment to clarity and integrity in wealth management.
Services
Investments
Pensions
Estate Planning
Retirement Planning
Portfolio Management
Highlights and features
- We provide FCA-regulated financial planning services with proven expertise
- Our client-centric approach prioritises individual financial goals and risk profiles
- We collaborate with specialist providers for comprehensive investment solutions
- Our team maintains transparent communication throughout the planning process
- We combine advanced financial technology with personalised service delivery
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We create customised investment portfolios using advanced financial technology and market research. Our specialists work with clients to determine appropriate risk levels and financial goals. By partnering with leading investment providers, we offer access to diverse instruments including ISAs, OEICs, and offshore investments while maintaining transparent reporting.
Pension Management
Our pension specialists help structure retirement assets through comprehensive pre- and post-retirement planning. We offer SIPP management, phased retirement strategies, and Open Market Option advice. By understanding individual retirement aspirations, we develop tailored solutions that balance income security with flexibility for changing circumstances.
Estate Planning
We guide clients through complex inheritance matters with sensitivity and expertise. Our services include will creation, trust planning, and inheritance tax mitigation strategies. While not FCA-regulated, our approach ensures families maintain financial security across generations through carefully structured legal frameworks.
Risk Assessment
We conduct detailed risk tolerance evaluations to inform all financial planning decisions. This process determines appropriate investment strategies and pension structures based on individual circumstances. Our assessments consider both financial capacity and emotional comfort with market volatility.
Portfolio Management
Our portfolio management service combines technical expertise with personal service. We implement and monitor investment strategies using specialist platforms, providing regular performance updates. This ongoing management ensures alignment with evolving financial goals and market conditions.
Questions
What financial services do you specialise in?
We specialise in investment planning, pension management, and estate planning tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate under IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority.
How does your financial planning process work?
Our process involves understanding your goals, creating tailored strategies, and implementing solutions with ongoing monitoring.
What investment options do you offer?
We provide access to ISAs, SIPPs, OEICs, investment bonds, and offshore investment opportunities through specialist partners.
Do you provide inheritance tax planning?
Yes, we offer estate planning services including inheritance tax mitigation strategies, though this isn't FCA-regulated.
What are the risks with your investment products?
Investment values can fluctuate, and returns aren't guaranteed. We ensure you understand risks before making commitments.
Reviews (1)
Anders Jacobsen
Aug 12, 2021
Report
I recently had the exceptional fortune of coming into contact with Sean McGonagle of Encompass Financial Management. In an unfortunate situation entirely of my own making, Sean stepped in as a solid, savvy and selfless good Samaritan. Sean kept his calm in what could have been a high stress situation. Based on my interaction with Sean in a circumstance where he did not have to help at all, yet did so in an above-and beyond manner, I would have no hesitation in doing business dealings with him in the future: what better qualities than proven selflessness and calm-under-stress could you look for for financial advisor? Call Sean.
