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Compass Wealth Management are one of the South's leading Wealth Management Advisers & investment Managers.

From a modest beginning in 2001, Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of
£1 billion under administration.

Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.

Portfolio Questionnaire

Unsure about risk? Need some help choosing?

Answer a few simple questions and we will suggest a perfect portfolio for you.


Client TV Channel

Here you can choose from a growing library of up to the minute Fund Manager views to information on ISAs, unit trusts, SIPPs, shares, bonds, structured products and more.

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See our Portfolio types for Pensions and Investments | Which Portfolio type are you?

Defensive Income - is this you?   High Incomce - Is this you?   Cautious Income - Is this you?   Balanced Growth Income - Is this you?   Growth Income - Is this you?