Areas we cover · Fareham and nearby
Areas we cover around Fareham
I'm Craig Shilling, an independent financial adviser and CeMAP-qualified mortgage adviser with Octo Financial Planning, based in Fareham. I meet people in person across the towns and villages listed on this page, usually at home, in a local café or by video if that's easier. If you live further afield, I can give advice by phone or video anywhere in the UK. Your first meeting is free and there's no obligation. For the full service list, see financial services in Fareham.
Call or WhatsApp 07751 367776 or email craig.shilling@octofp.com.
Your home may be repossessed if you do not keep up repayments on your mortgage.
How meeting works wherever you live
You don't need to visit an office. We can meet at your home, at a café or somewhere local that suits you, or by phone or video. Many people mix and match, for example a first chat by video and a later meeting at home to go through the paperwork.
You deal with me from the first meeting onwards, whether that's through to your mortgage completing or to your next review. You won't be passed between departments. See what to expect at your first meeting.
Portchester
I cover Portchester in person. The conversations I have with people here are the same ones I have across the Fareham area: moving up from a first home, remortgaging when a fixed rate is coming to an end, or starting to plan for retirement. If you're not sure which of those fits, the free first meeting is the place to work it out.
Portchester is close to Fareham, so meeting at your home or somewhere nearby is straightforward, and video is always an option if evenings or weekends suit you better. Find out more about mortgage advice for Portchester homeowners, including remortgages and product transfers.
Stubbington, Hill Head and Lee-on-the-Solent
I cover Stubbington, Hill Head and Lee-on-the-Solent in person, and treat them as one area as they sit together on the peninsula. I don't have an office there; I come to you, or we meet by video.
I help with mortgages, whether you're buying, moving or remortgaging, and with later-life planning, such as working out when you can afford to retire and how to take income from your pensions. Read more about mortgage advice in the Fareham area or pension advice from a Fareham adviser.
Titchfield
I cover Titchfield village and the surrounding roads in person. I help people with mortgages and remortgages, and with financial planning, including pensions and investments. We can meet at your home, somewhere local or by video.
Find out more about mortgage advice near Titchfield or about working with a financial adviser in Fareham.
Hayling Island
Hayling Island is further from Fareham than most of the places on this page, so I'll be plain about how it works. In-person meetings on Hayling Island are by arrangement: we agree a time and place that suits you. Phone and video meetings are always available, and many people find them the easiest way to get started.
The advice is the same wherever we meet, and you deal with me throughout. Read more about mortgage advice for Hayling Island homeowners.
Locks Heath, Park Gate, Warsash and Sarisbury
I cover Locks Heath, Park Gate, Warsash and Sarisbury in person. I help families and individuals with home moves and remortgages, and with reviewing pensions and investments. Meetings can be at your home, somewhere local or by video.
See mortgage advice in the Fareham area, remortgages and product transfers, or financial planning with a Fareham adviser.
Whiteley
I cover Whiteley in person, with the same service as everywhere else on this page: a free first meeting, then advice from me at your home, somewhere local or by video. See mortgage advice or financial planning.
Wickham, Shedfield, Curdridge, Botley and Bishop's Waltham
I cover Wickham, Shedfield, Curdridge, Botley and Bishop's Waltham in person, with the same free first meeting. If you're buying a new-build home, I can help with the mortgage side, including how a mortgage offer fits around build and completion dates. See mortgage advice or financial planning.
Fareham, Gosport, Portsmouth and Hedge End
I also cover Fareham, Gosport, Portsmouth and Hedge End in person. Start with my mortgage adviser in Fareham, financial services in Fareham or pension adviser in Fareham pages.
What I can help with
See the full list on financial services in Fareham.
- Mortgages: first homes, moving home and buy to let.
- Remortgages and product transfers: when your fixed rate is ending.
- Pensions: reviewing what you have and planning how to take an income.
- Investments: ISAs and other investments, matched to your goals and attitude to risk.
- Protection: life cover, critical illness and income protection.
- Inheritance tax planning: looking at what could be passed on and the options. Costs are agreed with you before any work starts.
- Cashflow planning: a picture of your money over time, to test plans such as retiring early.
- Mortgage capacity reports: for divorce, separation, court or solicitor work.
Your first meeting is free. For how fees work after that, see how I charge.
Questions people ask
Do you cover my area?
I'm based in Fareham and meet people in person across Portchester, Stubbington, Hill Head, Lee-on-the-Solent, Titchfield, Hayling Island, Locks Heath, Park Gate, Warsash, Sarisbury, Whiteley, Wickham, Shedfield, Curdridge, Botley and Bishop's Waltham, as well as Fareham, Gosport, Portsmouth and Hedge End. The first meeting is free.
Do I have to come to an office?
No. We can meet at your home, somewhere local that suits you, or by phone or video.
I live outside these places. Can you still help?
Yes. I give advice by phone or video anywhere in the UK, so you don't need to live in one of the places listed. In-person meetings further afield can be discussed.
Are you a local adviser or a national firm?
I'm a local adviser based in Fareham. You speak to me from the first meeting onwards, not a call centre.
What does the first meeting cost?
Nothing. It's a free, no-obligation chat about what you're planning. I explain how I work and how I charge before any advice is given. See how I charge.
Book a free first meeting
Call or WhatsApp 07751 367776, email craig.shilling@octofp.com, or get in touch and I'll come back to you.
- Fareham
- Portchester
- Titchfield
- Stubbington
- Hill Head
- Lee-on-the-Solent
- Gosport
- Locks Heath
- Park Gate
- Warsash
- Sarisbury
- Whiteley
- Hedge End
- Botley
- Curdridge
- Shedfield
- Wickham
- Bishop's Waltham
- Portsmouth
- Hayling Island
This page is general information about how I work, not personal advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments and pensions, and any income from them, can fall as well as rise and you may not get back the amount invested.