We are more than Financial Planners, we are a highly specialised and dedicated team of people focussed on helping you plan and invest for your future, with your financial interests at the heart of every decision we make.
We believe we are different because we start with learning about you not just your finances. We devote as much time as possible to truly understanding you, your ambitions and your financial needs. Then we can help you take control of your finances, making them work the way you want them to rather than letting them control you.
Mark started working in the financial services industry in 1984. Having worked for a national IFA, regional solicitor and leading UK insurance company during this time, he has thoroughly enjoyed establishing Encompass with his fellow directors since 2004 when it all started. Very much a team player Mark has been involved developing his connections with other professionals such as discretionary fund managers, solicitors and accountants. Helping to solve client solutions in the financial space is what Mark really thrives on. He believes that as Encompass has evolved it is now best placed to cater for all it’s clients needs with a robust and transparent advice process.
Our experience with Mark has been an extremely positive one. Everything has been explained to us in a straightforward and understandable way. There has been significant work by Mark to analyse our current financial situation and recommend the way forward and the excellent Lifestyle Financial Plan which has been the outcome of a number of meetings, together with the financial data provided to Mark, is an extremely useful, not to say an enlightening document, forming the basis for our long term financial planning.
Sue has worked in Financial Services since 1989 initially as a Mortgage, Investment & Pension Adviser and then as a Wealth Management Sales Manager with a leading UK Insurance Company. This range of expertise has helped when setting up Encompass financial management with her 3 fellow Directors. Sue is passionate about looking after her clients and giving them the best financial advice and service possible. She enjoys being part of their lives and helping to make a difference. Sue plays an active role in all areas of financial advice but particularly enjoys the Lifestyle Financial Planning for those at transitional stages of their lives.
Sue also spends some of her time as the Finance Director of Encompass and helping to develop professional connections. Outside of work Sue enjoys spending as much time as possible with her family who are a very important part of her life. Lifestyle Planning has made Sue think about her own goals and aspirations. As a result this has inspired her to start getting fit and put together a bucket list of places she would like to visit.
My divorce was a very emotional period for me. I needed to find an adviser I could trust to help me as I had very little experience in dealing with family and personal finances.
I received many complicated financial and legal correspondence and communications. Sean helped me to interpret these so that I could respond to them in good time.
Sean comes highly recommended by me as someone who provided an enormous peace of mind during challenging times.
Encompass Financial Management Limited is authorised and regulated by the Financial Conduct Authority.
Registered address: Encompass Financial Management Ltd, 2nd Floor, 113 Winchester Road, Chandlers Ford, Hampshire, SO53 2GH
Whether you are an existing client just wanting reassurance that you are doing everything you can to organise your future, or someone just starting to think about your financial security for the coming years, why not put your mind at ease with a chat?
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