Station Financial

Independent Financial Advisers

Serving the New Forest area with impartial, unbiased financial advice

Free initial meeting - call us and arrange yours today!

Based in the centre of New Milton (near the station!), Station Financial is a nationally renowned firm of Independent Financial Advisers (IFAs), with offices in Chepstow and Wales and Advisers based all around the UK providing a local service, with global expertise!

We provide a wide range of financial services from savings to pensions, mortgages to inheritance tax planning - for details see below and our website.

Our independence allows us to research and recommend the most appropriate solutions from the whole of the market - this means that we do not restrict our advice with just one provider, we really do look at the whole of the market.

We will work with you to create a bespoke and clear financial plan for the future, based on appropriate solutions to help you achieve your financial objectives. It is important to us that we work with you to provide a holistic view, to cover all areas of your financial needs and ensuring that one area of financial planning doesn't compromise another.

You can expect both a high level of knowledge, expertise and integrity from our advisers as well as care and courtesy from our experienced support staff.

Why independent and what does it mean?

An IFA (Independent Financial Adviser) is the only type of financial adviser who can give you unbiased and impartial advice.  

Even if your circumstances and financial arrangements are relatively straightforward there are lots of options to consider. There are many different types of financial products on the market. Choosing the right one for you and your situation is important.

Mortgages, protection policies, investments, pensions, and savings – each type of financial product has different features and benefits. They’re best explained by someone who can help you to really make the most of your money: a qualified IFA.

Authorised and regulated by the Financial Conduct Authority 

It’s reassuring to know that in the UK, IFAs are authorised and regulated by the Financial Conduct Authority (FCA). This means that they are bound to give you suitable financial advice.

Such advice must be based on a clear understanding of all of your relevant circumstances and needs, which must be documented and agreed before they can recommend a product or service.

First meeting free, with no obligation 

The first meeting with one of our advisers is free and puts you under no obligation whatever. It can be held either in our offices or at your home or place of work - the choice is yours. The head office of Station Financial in New Milton has a private downstairs interview room space.

During this initial and informal chat, you can not only assess our knowledge and experience but at the same time also decide whether we are the kind of people in whom you feel you can entrust very personal and confidential information.

We work with you to achieve your goals

We will then work with you to piece together recommendations that are entirely appropriate to you and your financial requirements.

You can expect a high level of knowledge, relevant expertise and unquestionable integrity. And we want you to have the best possible chance of achieving financial security in the short term and financial independence in the future.

We are able to offer a wide range of the specialist services, including advice on investment, retirement, borrowing, protection and inheritance planning including all types of pension schemes and employee benefits.

We believe in providing a high quality service with the emphasis on building long-term relationships with our clients, and our dedicated and skilled advisers work together to achieve this.

Our advisers are supported by an excellent administration team.

Company and trading names

Our independent financial advisers are regulated under our company name, Station Associates Ltd, by the Financial Conduct Authority and are regularly checked by way of competency testing and training. Station Financial is a trading name of Station Associates Ltd which is authorised and regulated by the FCA.

Contact us to arrange your free initial review

Call Gill Hepburn today on 01425 611666 or email  to arrange your free initial financial review with one of our experienced and knowledgeable independent financial advisers.

We very much look forward to hearing from you!

Articles by Station Financial on this website

Parable of the Talents, April 2021
Step into spring, March 2021
Groundhog Day, February 2021
Musical associations for financial planning, October 2020
Investing in relationships for the long term, September 2020
Welcome to the New Normal, August 2020