Why Hampshire
Independent Advisors?
A word from our CEO – Rowan Matthews
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Investment
Management
For individuals and corporate.
We offer a leading range of Investment Management solutions for both individuals and corporates. We strive to provide our clients with customised investment portfolio management and ongoing reporting that is created to help you achieve your specific financial investment goals.
We make use of a qualified and professional team of investment analysts to assist our advisors make the best decisions for you the client. They provide access to monthly reporting and rebalancing where necessary. It’s the belief that we can do so much more in a partnership that drives our client investment philosophies.
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Wealth
Investors
Plan for your future.
Our Private Wealth Management offers you holistic financial planning and incorporates a cross section of companies and product offerings. Our clients are individuals who are looking to make money work in their favour. Our Emphasis is to help clients make money and keep this wealth working for them. We tailor make each plan specifically for the client. Each one suits an individual’s needs. There are very few right or wrong answers in our field. It is all about helping our clients understand the consequences of their decisions and them being comfortable with those.
The advice that Hampshire offers is not constrained, Hampshire does not have to look after any companies balance sheet and there is very little on the risk and investment spectrum that we cannot offer.
The division exists to provide high net worth individuals with a level of expertise and advice to best manage and grow their wealth. We offer numerous complex and technical domestic and offshore solutions which are often needed when managing inter-generational wealth, succession planning, asset protection, estate, tax planning and more.
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Employee
Benefits
Protect your employees best interest.
Hampshire Independent Advisors offers an array of specific employee solutions to our clients. We are always aware that each client’s needs are different, and as such, each solution is crafted to fit the business needs. We offer solutions that range from retirement funds both pension and provident, medical aid schemes and health insurance to their staff.
Our Core Team, which is situated in all the major centres, is made up of Employee Benefits specialists as well as Medical Aid specialists. In doing this, we can assist you with your Corporate/ Employee Benefits needs as well as offer you continued support and service through or administration team as your business grows.
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Hampshire International /
Financial Immigration
Created specifically for client’s off shore estate planning and investment needs. We use Hampshire’s collective expertise to build bespoke clients off shore portfolios.
It is essential to set up your off shore investment portfolio correctly, to avoid potential costly restructuring down the line. We invite you to make use of this exciting business unit in the Hampshire family to optimise your off shore investment practice.
This is done through the partnerships we have within our Research team as well our relevant investment partners. With these “tools”, we provide the best possible, and feasible global investment and risk solutions to our clients.
We offer end-to-end fulfillment of Hampshire International client’s off shore investment needs including:
- A combination of in-house expertise and outsourcing to expert partners
- International Portfolio Construction and Management – SA and Non-SA residents.
- Estate Planning, Wills and Trusts (Tax efficiencies).
- Off shore Bank accounts.
- Forex & Cash Management (Investec CCM).
- Off shore company formation and management.
- Financial Immigration.
- Support Services – QROPS/SIPPS, Golden Passports/Visas, International Property.
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Medical
Aid
Comprehensive, expert advice and prepared solutions for medical aid and Gap to our client’s medical requirements and financial welfare.
Our team of competent individuals are the conduit between you, our clients and the medical aid or gap providers. By having this bridge of interaction, we save our clients time and frustrations by not having to deal directly with providers.
Our administration team provides full assistance to our clients with regards to unresolved claims, submission of gap claims, benefit and general administrative enquiries.
The Medical experts can do the following for you (and more):
- Interact with providers on our clients behalf.
- Manage gap claims from start to resolution.
- Provide advice on plan choices, upgrades, and downgrades.
- Ensure that our clients are on the most suitable options.
- Assist with annual reviews / option changes.
- Assist with unresolved medical aid claims.
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Business
Assurance
Manage your business risk.
Managing business risk remains one of a companies key aspects. Hampshire understands these challenges and as such is expertly positioned to assist you, the business owner in mitigating this risk.
We focus primarily on:
- Partnership Agreements
- Preferred Compensation
- Succession Agreements
- Key Person
- Business Liability
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Short-term
Cover
Short-Term Cover can always be a head ache when it comes to initiating or claiming on the cover. Our division is a very simple, strategic client-based approach.
We provide the clients with market comparative quotations that educates and assists you in the following ways:
- Analysing a current short-term schedule that has not been updated or recently reviewed and making the client aware of the current shortfalls in their portfolio.
- We offer the client a variety of market like-for-like quotations, with the pros and cons of each option, as each company has their own unique benefits.
Our team manages our clients’ expectations from the get-go. We handle:
- The initial contact.
- The market tests if requested by the client.
- The implementation or servicing of your policy.
- The ongoing annual management and reports.
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Fiduciary
Services
Isn’t it great that dad put his will together effectively?
Your money does not pass when you do and many instances you leave loved ones behind who now have to pick up the pieces you have left for them.
At Hampshire we engage a professional team to ensure we provide clients with a comprehensive and understandable plan for those left behind.
We endeavour to shorten the time estates are wound up and to minimise the pain as best we can.
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Personal Financial
Planning
Get the right advice the first time, in the right way…
We take great care in selecting our advisors. Most advisors join us because of our client focused ethos and our ability to work as a team. we do not profess to be individual specialists in all aspects of financial planning, however, we do posses the necessary skills in the team to call ourselves a collective comprehensive professional specialist outfit.
We work as a team ensuring that the right skill engages the right challenge in every situation.
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Corporate
Cash Management
Ensure your money is not being wasted.
At Hampshire Independent Advisors we ensure that your money works as hard as you do when sitting in a bank.
Through our partners we provide competitive rates for large sums of money, while you decide what you would like to do with it.
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