IFA Fareham, Cassidy Coutts Donald & Partners
Independent Financial Advisors, Hampshire

Established in 1993, our primary focus as your local IFA is helping you by providing independent financial advice on Investments and Taxation. We are proud that we are a business that has been built on personal recommendations and professional introductions as an IFA for Fareham customers.

The services we offer to you include:

Investment Services

Advisory Portfolio Management, Investment services for Charitable Trusts, Unit Trust / OEICS, ISA & PEPs, Life funds, Offshore funds, Exchange Traded funds, Venture Capital Trusts and Enterprise Investment Schemes

Estate Planning & Trusts

Retirement Planning Services including: Personal Pensions, Group pensions, Pension Transfers, Small Self Administered Schemes, Unsecured Income / Income Drawdown and Annuities.

Personal and Corporate Protection Planning

Whole of life & Term assurance, Income Protection and Critical Illness protection.

Long Term Care / Care Fees Planning and Equity Release/ Lifetime mortgage Services

Also: Establishing suitable estate planning and inheritance tax mitigation strategies, The administration of Trusts, The compilation, completion and submission of annual tax returns, Drafting and/or advising on Wills, The compilation, submission and granting of probate and Certificate Providers for Lasting  Powers of Attorney.

Please note that additional services listed above are not regulated by the Financial Services Authority.

See our Care Fees Planning website:

See our Equity Release Planning website: