We offer comprehensive financial advice – see our Services page for more information .

Our other department offers the same great level of service and cost effective services for Mortgages and Personal Protection.

No. Your initial meeting is a video call to understand your goals and situation, and our recommendations come at no cost. You only pay if you ask us to put them in place.

You can schedule an appointment by contacting us via phone, email, or through our online scheduling system available on our website.

Your initial meeting is a video call. We get to know your goals and look at your current pensions and investments, then explain how we work and what it would cost if you wish to proceed with our recommendations. There’s no cost and no obligation.

Your initial meeting is by video call, which lets us both see whether we can help before anyone travels. Most ongoing advice is also given online by video call, phone and email. If you’d prefer to meet in person after that, we can arrange a meeting in Wimbledon or Farnham by appointment.

Yes, we provide advices on mortgages and personal insurance. As both a mortgage and an IFA client it means we can provide both services quicker and in a more integrated way.

Go to our dedicated mortgage website for more information.

Our initial meeting and recommendations come at no cost. If you ask us to put our advice in place, we charge a one-off, tiered initial fee, followed by an optional annual fee if you would like ongoing service. Full details are on our Fees page.

Our Core Service has a minimum yearly cost of £750 and our Wealth Service a minimum cost of £1,500.

See our Ongoing Fees page for more information on this and the level of services provided.

Yes, our relationship is at-will, and you can choose to terminate it at any time, with any prepaid fees prorated and refunded.

It shows how your money could last across your whole life, and tests your plan against things like falling markets, lower returns and higher inflation, before you act. We use it to answer questions such as when you can retire, and what a change to your plans would do to your money.

More videos

There are four steps: an initial video call, preparing your recommendation, putting your plan in place if you decide to go ahead, and optional ongoing reviews to keep it on track. Our recommendations come at no cost, and you only pay if you ask us to put them in place.

Read more about how we work

Our investment approach is based on understanding your financial goals, risk tolerance, and creating a diversified and balanced portfolio that aligns with your needs.

Then to have regular reviews to ensure that any plans take into account changes to your situation as well as market changes.

Our short videos on multi asset funds and the Efficient Frontier are on our Videos page.

Yes, we can provide advice on a range of ethical and sustainable investments that align with your values, investment goals, and risk tolerance.

Yes, we can review your existing pension arrangements, provide advice on the benefits and drawbacks of consolidation, and if appropriate, assist you with the consolidation process.

Yes, where it’s relevant to you. For clients in or approaching retirement, or whose estate may be affected, our initial advice includes high-level inheritance tax and trust planning. For many people it isn’t a priority yet, so we only cover it when it applies. Ongoing inheritance tax and trust reviews are part of our Wealth service, and setting up a trust is charged separately at our hourly rates, agreed with you before any work starts.

No. We don’t advise on transferring defined benefit (final salary) pensions.

For most clients the financial plans will be reviewed annually as part of the Core Service, or more frequently if there are significant changes in your financial circumstances or goals.

For clients that need monthly or quarterly changes then the Wealth Service is available. 

Absolutely, clients are encouraged to reach out with any concerns or questions at any time.

You can contact us via email, phone or WhatsApp. See Contact Us page for more information

Yes, clients have secure online access to their investment information, latest valuations, performance reports, and important documents at all times via our online Client Portal. 

Absolutely. Investment strategies can be adjusted to align with your changing preferences, needs, or circumstances at any time.

Yes. We’re whole of market and not tied to any provider, so we recommend what’s right for you.

Yes. Compton Financial Services Ltd is an appointed representative of New Leaf Distribution Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN 460421). This means our advice is overseen and signed off by New Leaf, to the standards the FCA requires.

Our registration with the FCA can be viewed here.

To see how our firm is organised, who oversees our advice and how you are protected, visit Our Organisation and How You’re Protected.

We never hold client money. Your investments are held by established platforms and providers in segregated accounts in your name, kept separate from each firm’s own money. You are also protected by the Financial Ombudsman Service and the Financial Services Compensation Scheme (FSCS).

Find out more on Our Organisation and How You’re Protected.

We strictly adhere to FCA guidelines and always act in the best interests of our clients, disclosing any potential conflicts of interest.

We employ robust security measures, including encryption and secure servers, to safeguard your personal and financial information.

We prioritise customer satisfaction, so if you are unhappy, we encourage you to contact us immediately so we can address your concerns.

Our full complaints procedure is set out in our complaints policy.