As experienced wealth management experts, we’re dedicated to helping you fulfil your life goals and aspirations. Our team are right there by your side to offer support, guidance and quality financial advice.
Straightforward and straight talking
We'll listen to what is important to you, and work with you to achieve the best solution to ensure your complete financial security. So, you have more time, more financial security, more confidence to enjoy life to the full.
Planning and Advice
Our planning process allows us to be independent from financial products, meaning we create a totally bespoke financial plan for you. If we advise on a particular product we provide a restricted service in that we do not consider every Provider, Product or Fund available in the market, especially those we consider too high risk for you and that we would not invest in personally.
Recommended and reliable
We are very proud that most of our clients are recommended to us by existing clients, as well as professionals such as solicitors and accountants.
The Panthera Difference
As a client of Panthera, you'll be part of a select group of people benefiting from our experience and advice. We don't take on too many clients at once so we can deliver a professional highly personalised service - and keep on delivering it across the entire life of your financial plan (and in some cases, beyond).
With Panthera Wealth, you'll benefit from:
- A trusting relationship with an adviser who fully understands your requirements and exceeds your expectations
- Peace of mind that you are getting solid and unbiased advice
- Reassurance of your financial goals
- An experienced and knowledgeable adviser who will deliver what is promised
- Help with building, managing and protecting your wealth
- A client-centred approach that helps you save time, money and effort
- A dedicated advisor to keep on track and maintain a clear focus for the future
Call us to discuss your financial planning requirements, or general investment asset management requirements on 023 9226 8969. Or email us for a no-obligation consultation either in the privacy of your home or our offices near Portsmouth.
Estate Planning from Panthera
If you are concerned about your general estate provision and want to ensure you pass your wealth through the generations effectively, we can help.
Through our sister company Panthera Estate Planning, we can assist with all aspects of estate planning. Estate Planning is not regulated by the Financial Conduct Authority
For more details, please visit the Panthera Estate Planning page