Expert Eye Care for a Lifetime of Clear Vision
We're an independent firm with a genuine love for helping people and seeing lives change because of the work we do. Our story began in 2014 when Robert and Georgina took a leap of faith and set up their own firm; they haven't looked back since. Their reason for starting wasn't complicated, it was built on a desire to help solve people's problems - it's as simple as that. We've all worked together since 2005, so we're a close-knit team. That results in excellent service as we know each other's strengths and utilise these.
Our Mission
Our mission is to help you understand your finances and develop a solid strategy which allows you to achieve your goals. We won't sell you a product and leave, we care about seeing you through each stage of your life, no matter how complex it is. From divorce through to retirement, we'll be there as your trusted adviser. We'll help you realise what you want from life and how to achieve it. Our service is personal, and we work around you. We're an independent firm and we're not tied to any particular platform. We're driven by the need to solve people's problems in a way which best suits them.
Our Services
We offer bespoke wealth management and financial planning services for clients based in Winchester, Fareham and surrounding areas. Our team of experts is dedicated to providing you with the best advice and support possible. We understand that everyone's financial situation is unique, and that's why we take the time to listen, understand your needs, and offer a tailored service like no other.
Meet Our Expert Team
We all come as a package, so you know you're receiving the best advice and support possible. Our team consists of Robert Brealey, a Chartered Financial Planner, Georgina Wright, a Chartered Financial Planner, and Ruth Wright, our Personal Assistant.
What Our Clients Say
We're proud of the work we do, and our clients appreciate the service we provide. Here's what some of our clients have to say: "The work that Abbotstone and Rob did was seamless. They made our situation and the options we have easy to understand." - Doug and Diane. "We confidently live our lives and spend when we need to without worry, because Abbotstone are managing our finances for us." - Paul and Carolyn.
Overall Experience
All reviewers had a positive experience with Robert and Abbotstone Financial Services. They praised Robert's professionalism, patience, and ability to explain complex financial concepts in a clear and concise manner.
Key Strengths
- Professionalism: Reviewers appreciated Robert's professionalism and expertise in providing financial advice.
- Clear Communication: Robert was commended for explaining complex financial concepts in a clear and concise manner.
- Patience: Reviewers appreciated Robert's patience and willingness to take the time to understand their financial needs and goals.
- Personalized Service: Reviewers felt that Robert and Abbotstone Financial Services provided a personalized service, tailoring their advice to each individual's needs and goals.
Testimonials
- "Robert helped my parents and I sort out my mum's private pension. He patiently explained everything we needed to know and also helped us fill out the forms." - Katrina Purdie
- "Robert has given the necessary time to discuss, review and advise on our pension requirements fully, in a professional and friendly manner." - Douglas McEwen
- "I have been a client for some years now, so am clearly a happy one. If I were asked to describe Robert with one word, it would be sensible - sometimes startlingly so." - Michael Bexhill
