Who we are and what we do

group-photoOffering a professional yet relaxed service from our convenient offices in Fareham, David Winter Independent Financial Advisers seek to promote long-term relationships with clients and provide experienced, pragmatic and holistic financial planning.

With over 40 years experience we consider your current financial situation, any existing arrangements, your future plans and goals and your attitude to investment risk. We listen, discuss your needs and priorities and advise on the best route for you to take.

We offer a choice of payment methods and will discuss this with you at an initial meeting, which is at our expense.

David Winter – Director

David Winter has over 40 years experience in the financial Service industry. David founded David Winter independent financial advisers 25 years ago and grew the company from humble beginnings into the successful business it is today.

David takes pride in providing a personal service and his in-depth knowledge of individual clients.

David is an avid supporter of his beloved Saints and a member of Hampshire Cricket Club and he still finds time to play golf.

Gwyneth Down – Director/Office Manager

 Gwyneth has been Office Manager at David Winter IFA since September 2001, after a successful managerial career with The Halifax. She is also a director of the company, having spent the last 15 years helping to develop and expand the business.

Her focus is on ensuring that clients receive the best possible service to match the high quality of advice that the Independent Financial Advisers provide. That might mean creating or improving processes within the office or dealing directly with both clients and providers to ensure that business is transacted smoothly.

In her spare time, Gwyneth is a keen netballer, as well as pursuing a range of outdoor activities. As a mother of 4 girls and grandmother to another, spare time is limited!

Harry Lomas (CFP™ Chartered MCSI) – Director.

Harry has over 14 years experience as a financial adviser, much of which was acquired while running a financial services business in South Africa.

He is a chartered member of the Chartered Institute for Securities and Investments and has significant experience in managing investments and providing sound financial planning advice for clients.

In 2016 he decided to move to the UK with his family where he joined David Winter Independent Financial Advisers.

“Being a Certified Financial Planner as well a Chartered Wealth Manager enables me to not only give appropriate financial planning advice but also the know-how in managing the underlying investments in a clients portfolio. I believe that every client’s situation is different and I enjoy structuring and implementing a plan tailored to suit that clients specific needs”

When he’s not in the office or visiting historical sites with his wife and 3 sons, he will be found somewhere riding his mountain bike.

Linda Rustell – Administrator

Linda has been working for David Winter for almost 20 years during which there have been many changes, not least of which in technology! She has taken all these changes in her stride and in the last few years she has concentrated on clients’ reviews.

“I am a conscientious worker and take pride in providing a personal service”

When Linda is away from the office she very much likes to be outside either in her garden or out and about exploring with her husband in their double Kayak.

Charlotte Alderson – Administrator

Charlotte is originally from South Yorkshire and has over 18 years experience as an Administration Assistant . Charlotte has worked for David Winter since 2013.

“It is always a pleasure to come to work, I relish the varied role. David and the team are great to work with”

Outside work I enjoy spending time with my family and my hobbies are baking and gardening.

Reviews and Ratings for Financial adviser Harry Lomas, Portsmouth