Stewart Davidson

Our Commitment to You

At Deep Blue, we are dedicated to providing our clients with a comprehensive range of financial services tailored to their individual needs. Our team of expert independent financial advisers, based in Fareham, is committed to delivering exceptional service, personalised advice, and straightforward guidance to help you achieve your financial goals. Whether you're looking to plan for your retirement, protect your family's financial well-being, or create a sustainable investment strategy, we're here to walk you through the process, every step of the way.

Our Services

At Deep Blue, we understand that every individual's financial situation is unique, and that's why we take the time to listen to your specific circumstances before providing bespoke financial advice. Our services are designed to help you achieve your financial objectives, whether that's planning for retirement, protecting your family, or creating a sustainable investment strategy. Our expertise covers:

Investments

The right investment strategy is key to helping you achieve, not only your financial goals, but also your life goals. Our expert financial advisers will work closely with you to understand your risk tolerance, financial objectives, and personal circumstances, before providing tailored investment advice.

Pensions and Retirement

Retirement is one of the key events or milestones in most people's lives. Planning for your future is vital, and our experienced pension advisers will work with you to prepare a bespoke plan to ensure your financial security in retirement.

Protection

Protecting you and your family against life uncertainties isn't a nice thought, but facing it head-on is the best way to manage transitions and ensure you're protected. Our expert independent financial advisers will work with you to establish your requirements, but also your opportunities and options.

Our Process

At Deep Blue, we believe in providing a transparent and straightforward approach to financial planning. Our process is designed to ensure you feel comfortable and informed every step of the way. Our five-stage process includes:

Free Initial Consultation

A frank discussion where we'll speak about all aspects of your financial life, including your objectives, expectations, and requirements. We'll learn about your plans for the future and your goals, and you'll learn about the services we offer and our fees.

Information Gathering

We'll work tirelessly to gather information to help build the bigger picture of your financial position. Our expert financial advisers will harness our network of providers to supply quotes and tailored information based on your requests.

Research and Analysis

Once your objectives are agreed, we'll start to prepare an analysis of your financial situation and find the right solution for you, based on your attitude to risk and financial objectives. These are always completely tailored documents that will outline our final recommendations.

Presentation of Recommendations

Here, our expert financial advisers will present our recommendations to you in the form of a detailed written report. We'll take the time to go through it with you thoroughly to ensure you're happy and confident. Then, you can sign the relevant documentation ready for action to be taken.

Plan Implementation

We'll work diligently to bring our recommendations and your requests into reality. Our objective is always to achieve your goals.

Ongoing Service and Relationship

At Deep Blue, we're proud to maintain ongoing and fruitful relationships with our clients. We offer an annual review with our independent advisers, where we'll take into account any changes in your personal circumstances or attitude to risk. This is an opportunity for us to ensure you're still getting everything you want from your money and plans.