Who will I work with?

You’ll work with Dane Halling, Chartered MCSI, who has over 20 years’ experience in financial planning and investment advisory — supported by our trusted admin and regulatory partners at Priscum Limited.

Where do you offer financial advice?

We’re based in Chichester and serve clients across West Sussex, Hampshire, and London — including Arundel, Hayling Island, Petersfield, and the surrounding Home Counties.

i'm concerned about a wealth tax - could you help?

Yes. While there is currently no formal wealth tax in the UK, it has been discussed in policy circles. We help clients plan ahead by structuring their investments and assets in a tax-efficient manner. This includes using exemptions, allowances, trusts, and long-term strategies that could mitigate exposure to future tax changes.

What does a financial adviser do?

A financial adviser helps you manage your money and plan for the future. At Arcturus Wealth, we provide independent advice on investments, pensions, retirement, tax and estate planning — tailored to your personal goals.

How do you manage investment costs?

We strongly believe that controlling costs boosts long-term returns. Our 20-30-40 portfolio strategy keeps total investment charges well under 1%. Cost control is central to everything we do.

Can you help me set up a trust or gifting strategy?

Yes. We provide advice on trusts, gifting, and investing in assets that qualify for IHT relief — all based on your goals and family structure.

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