Umbrella Financial Services
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- Director Generals House, 15 Rockstone Place, Southampton, Hampshire, SO15 2EP
Umbrella Financial Services, regulated by the FCA under number 535627, offers an array of comprehensive, reliable financial solutions. Located in the heart of Southampton, Hampshire, our services extend across the region. Specialising in life and investments, we provide expert pensions retirement advice, final salary pension transfers, and pragmatic financial planning. A trusted leader at Director Generals House on Rockstone Place, we are recognised for our client-oriented approach, often working with local individuals and businesses to tailor a financial plan that suits their unique needs. Enjoy peace of mind with Umbrella Financial Services, your partner in secure and efficient financial management.
Their team includes 2 mortgage brokers. Check FCA registration here.
Umbrella Financial Services are approved by the FCA to give advice on:
Directions to Umbrella Financial Services from the Motorway
- Proceed from the M3.
- At junction 14, exit towards Southampton/A33.
- Continue onto A27.
- At the Chilworth Roundabout, take the second exit onto Bassett Avenue/A33.
- At the Memorial Roundabout, take the first exit and remain on Bassett Avenue/A33. Continue following A33.
- Bear slightly right onto The Avenue/A33.
- Make a left turn onto London Road.
- Next, make a right turn onto Carlton Crescent.
- Finally, turn right onto Rockstone Place. Your destination will be on your right.
List of advisers under Umbrella Financial Services:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.