Alex Groves
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Wills & Power of Attorney
- Personal Protection
- Business Protection Planning
- Defined Benefit Transfer Specialist
Alex Groves, Independent Financial Adviser, Hampshire
Abacus AssociatesBased in Titchfield with clients across the South in Portsmouth, Southampton and onto Bournemouth and the surrounding areas. In collaboration with Simon Glanville and with the support of Abacus, I am delighted to have run Abacus’s most southerly office at The Tanneries.
I have worked in financial services for 30 years and as a Defined benefits Specialist have the Gold Standard for Pension Transfer advice. As an Independent Financial Adviser, I am able to offer a whole of market and unbiased opinion. Whatever your financial planning needs I aim to be able to assist.
Straight talking and total honesty has been my mantra for the past 30 years and I see no reason why this should change. Clients are centric to my business and I always aim to provide the very best solutions for them.
I want to be my clients trusted adviser for all things financial and to achieve this I need to offer top quality advice with exceptional service. I take the time to fully understand your needs before making and form of recommendation. Having built my recommendations, it’s just as important to me that they are regularly reviewed to ensure my clients aims and aspirations are achieved.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Defined benefit pension transfer specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
Information you provide will only be used between us and no 3rd party can obtain access to it.
**To understand how we use your information, please review our Privacy Policy.