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Legacy Financial Services

  1. Fareham
  2. Fareham Finance

Reviews, get directions and contact details for Legacy Financial Services

"If you require an independent financial adviser in Fareham, our local IFAs are on hand to help.Our experienced financial advisers offer a broad range of services including:- Independent financial advice- Pensions advice- Long term financial planning- Wealth management- Retirement planning- Equity Release advice- Inheritance Tax advice- Estate Planning- Investment managementTypically we work with individuals and couples who are looking to plan for retirement, accumulate wealth, mitigate inheritance tax, or require pensions advice.Based in Fareham our IFAs offer a free consultation, usually over a cup of tea at our welcoming office near Sainsbury's.If you are looking for a local financial adviser, contact us today."
Address: 164B West St, Fareham PO16 0EH, UK
Phone: 0800 043 9611
State: Hampshire
City: Fareham
Zip Code: PO16 0EH

opening times

Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 3:45 PM
Saturday: Closed
Sunday: Closed

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Reviews
Due to the Pension disaster in the 1990's whereby my pension fund was 'disallowed' for some footling technical reason and all my contributions for 15 years were returned with minimum interest only, I found myself needing to find a financial adviser. Ian Batterbee helped me by recommending a high earning fun for my money and quadrupled it in 2 years. We agreed that in the circumstances a high degree of risk was necessary to make that kind of recovery, but it was necessary. It paid off thank God. He has since put my money into much lower risk funds but has still managed to make a very good return. Further to Ian’s advice, I received the outcome I was hoping for and could not have done anything better.
I’m incredibly grateful to the team at Sterling & Law - Hampshire. My husband has dementia, and we had been the looking on our wills / estate. We needed to 2 get some professional financial advice around our children’s inheritance to see if it could be protected in the event of my husband needing long-term residential care. The advice we received was prompt, professional and delivered in a way I can understand easily.
Really great company to deal with, especially George and Ian. Their combined knowledge about pension schemes and smart investments is impressive to say the least. I've also attended one of their educational webinars about tax efficient investments, which was very helpful as well.
We had a death in the family meaning all financial affairs needed to be looked at. Ian arranged all the pensions into the correct pots with good investments and helped with the settling of the pensions of the deceased family member. Ian fought our case to the bitter end; I was very pleased with Ian and all his hard working staff.
I had many small retirement pensions that all needed amalgamating. Ian took the details of all the pensions and sorted everything, taking away the headache of not knowing what to do. I have been very satisfied with his advice.
I've known Ian for over 20 years both personally and professionally and cannot recommend his services at BWM highly enough. He has a fantastic ability to describe even the most complicated financial scenarios in layman's terms, he is patient, extremely hard working and goes out of his way to ensure you have absolutely all the facts before you make any decisions. Importantly too, he is not the "pushy" kind of IFA and you never feel forced into anything. Also, he is an absolute gold mine of music trivia. Loves a fact.
Excellent. In depth analysis of my situation with regard to maximising income from existing pension fund. Alternative solutions discussed and very good advice provided. Currently working on implementing the best plan for me. Very happy to recommend.
Ian is fantastic at explaining the complexities of Pensions - I highly recommend!
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