Choice Financial Solutions are here to help you achieve your financial objectives.
Our team of experienced Independent Financial Advisers provide truly independent Financial Planning advice. Our advisers explain and advise in terms that you will understand. Furthermore, we will work with you throughout the advice process. As a result, keeping you fully informed from start to finish.
Choice’s background:
Choice was established in 2004 by our Director, John Quaif. The Choice brand was built around the key values of ‘honesty’ and ‘trustworthiness’.
Moreover and above all else, John expects Choice to deliver high levels of ‘service’ and ‘professionalism’ at all times. These attributes have been the key ingredients used to establish long term client relationships.
Therefore, it is no coincidence that the majority of our business is introduced by personal recommendations.
Photo: The Directors of Choice Financial Solutions, Tom Quaif and John Quaif
We appreciate the trust our clients place in us
That is why we will take time to get to know you as we put together your financial recommendations. Additionally, we will look to build and maintain this relationship over the coming years. This will be done through regular reviews, refining your financial plan if your circumstances change and ensuring your finances remain on track.
With a reputation of being able to explain the complex in simple terms, we will advise in terms that you will understand.
Do you have money to invest? Are you saving for your retirement? Or do you need to take stock of where you are with your own financial plan? We are here to help!
If you’re not sure where to look, please scroll down to the next section and read the description below each service. Alternatively, please visit about you.
Investments
Investments means Investing money. This is where you are looking to make your money work for you over the longer term.
The more we understand about you and your situation, the more we will be able to help. Our Advisers can then tailor recommendations to your specific requirements.
Tom started at Choice in 2012. He initially worked as a Wealth Administrator and then qualified as a Mortgage Adviser and worked for our sister company, Choice Mortgage Solutions. After a few more years of studying, he qualified as an Independent Financial Adviser and then re-joined the Wealth Team. His knowledge of both sides of the business has proved to be very beneficial for the company and clients alike.
At Choice, we understand that each client is unique, with distinct aspirations and financial circumstances. What I find particularly rewarding is the opportunity to tailor strategies that cater to both big milestones and smaller, yet equally significant, financial goals and objectives. The comprehensive range of services and resources at Choice empowers me to provide clients with professional and personalised advice.
Tom is very family orientated and over the past few years, has become a father of three. As an avid Arsenal fan, in his spare time, Tom enjoys following the Arsenal football team and tries to go to games when the busy home life permits. Tom is also a bit of a petrolhead and loves his days out at Goodwood for events such as the Festival of Speed and the Revival.
John brings 29 years of industry experience to Choice, which our clients benefit from on a daily basis. John specialises in; Retirement Planning, including pension transfers and tax planning advice around the annual and lifetime allowance. He also heads our Investment Management Committee and plays a very active role in managing our In-House portfolios.
Over the years I have gained a reputation for being able to put quite complex financial matters into layman’s terms. This has enabled me to engage and assist clients who may not otherwise have acted on the right financial advice. With Choice, I have been able to develop client relationships and help them to achieve their financial goals as their life plans unfold. Looking back, I have found this very rewarding.
An old rocker at heart, in his spare time, John still enjoys playing guitar and writing and recording music. He has always loved cars and enjoys days at Goodwood, especially the Goodwood Revival. In recent times, John has become a Grandad and whilst the name tag took some getting used to, spending time with his two grandsons makes everything else worthwhile.
Lloyd started working for Choice in 2017 having previously worked at Barclays and Ageas. Starting as a Wealth Administrator, Lloyd qualified to become an Independent Financial Adviser and brings extensive customer support and knowledge to the role.
As an independent financial adviser, my focus lies in efficient client communication. I thrive on building meaningful connections with people. My approach is not just about numbers and figures, it’s about understanding my clients and their unique financial journey. This will allow me to provide strategic solutions that benefit my clients’ and help them achieve their financial objectives.
In his spare time, he enjoys travelling, going to gigs and playing football.
Emily graduated with a first class BA hons in Business Management. Emily started working for Choice in 2021, since then she has continued to develop and grow her role across many departments and hopes to keep adding to her skill set for many years to come.
I adore learning and challenging myself. I’m excited for my future at Choice.
In her spare time, Emily enjoys spending time with her husband, family, animals, watching football and reading.
Working at Choice has given me the opportunity to learn a great deal about wealth management. From the different ways you can invest money to the importance of planning and saving or the future. I’m really enjoying expanding my knowledge in this area and developing a deeper understanding of how good financial planning can make a real difference.
I enjoy spending my time outside of work as a family with our two young children. We love going for days out together and spending time being creative with crafts, making the most of our time as a family.
Debbie overlooks our accounts and payroll. Debbie has worked for 36 years in financial services. Having been with Choice since the start, Debbie helped John build the business. She is a valuable member of the team and ensures we keep the company finances on track.
I enjoy working for Choice as I have a love of figures and have a good working relationship with my colleagues.
Debbie is a country girl at heart. In her spare time, she enjoys gardening, walking her two dogs and spending time with her children and grandchildren.
Would you like to discuss your financial future with one of our advisers?
I have been delighted with the friendly, professional and personal service I receive from Choice Financial Solutions. It was particularly important to me after a significant change in personal circumstances to have the confidence that I was getting expert advice from someone who knew me and the family and could tailor solutions to best fit with us. The yearly meetings with John are very valuable as it is important to me that I can get advice from someone I trust and know I can reply on, and on the occasions where I have contacted John with a query or concern I have always had a prompt and efficient reply… That is why I am still a client!
Sarah SEast Wellow
Excellent service from start to finish.
AndrewHavant
We have been using Choice since they started business. John Quaif is always clear and honest, qualities that have endeared him to us. If there is an issue he’s quick to deal with it and does so having full regard for the client’s perspective. In a way that’s an even more powerful confirmation of the principles underpinning the company. John took over management of our pensions and rapidly kicked things into shape, so we are indebted to him! The review sessions are always well prepared and informative. And the up to date market information is always fascinating! So far, John has managed to preserve the personal touch despite the growth of the company. This is certainly important to us.
PaulSouthampton
First class service from John Quaif. Proactive, responsive and professional at all times.
Eric WTunbridge Wells
Thank you for the recent visit and the advice that you provided. It is reassuring to see that the money we have invested is working for our future needs. We would like to express out thanks for your work on our behalf over the past few years. Choice Financial Solutions have provided an excellent professional service and clearly have their clients’ interests at heart.
David & DebbieKent
Very happy with the friendly service. Good to have meetings at home, making it more comfortable. Felt at ease with the whole process. Thank you!
Joan BFareham
A very professional and helpful service. Extremely responsive and excellent at keeping us up to date. There is no pressure when discussing the various investment options and definitely customer focussed.
Bruce MBrockenhurst
Excellent service from John Quaif and the team. I would not hesitate to recommend.
Julie GIsle of Wight
We have always been listened to and our wishes met. Our investments are long term and give reliable performance.
Alan ESouthampton
15 years of excellent service and counting.
Jim BChandler’s Ford
Outstanding service and great attention to detail has left me feeling very confident and secure in relation to my financial planning. Highly recommended.
Brian WSurrey
Reliable, prompt and trustworthy.
Jeremy GBrighton
Excellent service - always.
Pamela BWinchester
In a complex and difficult market we feel we are in safe hands.
Robert NSouthampton
Excellent service.
Mark HSouthampton
Having had interaction with several financial services companies over a number of years, it’s reassuring to find a trustworthy and diligent firm which really delivers a great service, not just the statutory minimum, but genuinely informative reporting and advisory communications. My returns have been better than expected and I feel that, as the client, I’m actually more important than simply their percentage. Well done Choice and John Quaif.
Martin BNewport IOW
Good, professional service, straightforward with no frills or hidden charges. Recommended.
Antony BSouthampton
I have worked with John at Choice for many years, and always found him to be wonderful to deal with. Nothing is ever too much trouble and the help and guidance received has always been way above what I expected.
Tony DBournemouth
Choice Financial Solutions were extremely helpful and informative at every step of my dealings with them.