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Financial Planners, Trust Banks, Venture Capital Companies, Life Insurance Agencies, Financial Advising Services

Encompass Financial Management Ltd

Encompass Financial Management Ltd is a financial services company based in Eastleigh, England. They offer a range of financial advising services, including financial planning, investment banking, life insurance agencies, savings banks, trust banks, and venture capital companies. Encompass Financial Management Ltd is committed to providing their clients with expert financial advice and personalized service to help them achieve their financial goals. They also offer insurance services to protect their clients' assets and investments. With a team of experienced professionals, Encompass Financial Management Ltd is dedicated to providing top-quality financial services to their clients.

Introduction to Encompass Financial Management Ltd

Encompass Financial Management Ltd is a financial services company based in Eastleigh, England. The company was founded with the goal of providing top-notch financial advising services to clients. With its team of experienced financial planners and investment bankers, Encompass Financial Management Ltd is dedicated to helping clients manage their finances and achieve their financial goals. What makes this company unique is their personalized approach to financial planning, taking into account each client's unique financial situation and goals.

Services & products

Encompass Financial Management Ltd offers a wide range of financial services, including life insurance, savings accounts, trust funds, and venture capital investments. Their team of financial planners can help clients create a custom financial plan that takes into account their current financial situation and future goals. They also offer investment banking services, helping clients to invest their money wisely and grow their wealth.

Location

Encompass Financial Management Ltd is located on Winchester Road in Chandler's Ford, a suburb of Eastleigh. The area is home to a variety of businesses, including restaurants, retail stores, and professional services. The company is easily accessible by public transportation, with the Chandler's Ford Railway Station and various bus stops located nearby.

Benefits

Customers should choose Encompass Financial Management Ltd because of their commitment to personalized financial planning and investment services. The company's experienced team of financial planners and investment bankers work together to create tailored financial plans that are unique to each client. Encompass Financial Management Ltd also offers a wide range of financial services, including life insurance and trust funds, making it a one-stop-shop for all of their clients' financial needs.

Good to know

Customers should be aware that Encompass Financial Management Ltd is committed to providing transparent and honest financial advice. The company operates with the highest levels of integrity and always puts their clients' interests first.

Reviews

Encompass Financial Management Ltd has received positive reviews from customers who appreciate the company's personalized approach to financial planning. Clients have praised the company's knowledgeable and experienced financial planners, who have helped them to achieve their financial goals. Customers also appreciate the company's wide range of financial services, which make it easy to manage all of their financial needs in one place.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
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    retirement planning
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    tax planning
  • amenity
    insurance services
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    asset management
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    budgeting assistance
  • amenity
    credit counseling
  • amenity
    estate planning
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    online account access
  • amenity
    wealth management
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    research analysis
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    portfolio management
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    life insurance policies
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    disability insurance
  • amenity
    long-term care insurance

FAQ

What is the interest rate on savings accounts?

At Encompass Financial Management Ltd, we offer competitive interest rates on our savings accounts. Please contact us for current rates and details.

What is the minimum investment amount required for a partnership?

We do not have a set minimum investment amount for partnerships. The amount required will depend on various factors such as the type of partnership and the investment goals. Our experienced financial planners can help determine the appropriate investment amount for your specific situation.

What is your fee structure for investment services?

Our fee structure for investment services varies depending on the type and complexity of the investment. We are transparent about our fees and will provide a detailed breakdown of all costs associated with our services. Please contact us for more information.

What is your track record for handling mergers and acquisitions?

Encompass Financial Management Ltd has a successful track record in handling mergers and acquisitions. Our team of experienced investment bankers and financial advisors work closely with clients to ensure a smooth and successful transaction. Please contact us for more information and case studies.

What experience does your bank have in managing trusts and estates?

At Encompass Financial Management Ltd, we have extensive experience in managing trusts and estates. Our team of knowledgeable professionals can assist with all aspects of trust and estate planning, including tax planning and administration. Please contact us for more information.

Reviews

  • Anders Jacobsen

    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.

    28-05-2022