Financial advice tailored to you

At Compass Financial, we understand no two clients or their circumstances are the same, so we provide a tailored personal service and advice on investments, retirement planning, and wealth management.

Backed by decades of experience and a strong management team, we’ve developed ways of working which builds trust in our clients. Our forward-thinking approach means that we think of issues before our clients. This puts them in a position to adapt more easily to changes in circumstances.

Our commitment to service means clients never need to ask twice for advice or support. We continually challenge ourselves to improve our business and the services we offer.

Every client is an individual

Even though our company has grown — since Adam Stubbings founded us in 2009 — we’ve retained our highly personal approach to relationships with our clients. We now support over 1,000 people, but, to us, everyone is an individual.

We listen to their needs which gives clients peace of mind. We develop a plan and help clients execute it in stages which are easy to understand. We maintain a continuous dialogue with clients and conduct regular financial reviews which gives them peace of mind and security.

Quilter Financial Planning

We’re part of the Quilter Financial Planning Network which conducts due diligence and research into investment providers, financial products, and investment companies. This network of over 600 appointed firms and 3,000 advisers ensurers we maintain the highest quality products and services.