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VouchedFor rating and reviews for Claire Csoka, IFA PORTSMOUTH
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  • Do you feel disorganised and in need of a well defined financial plan?
  • Are you scared as to what you are going to live on in retirement?
  • Are you hoping that your business is your pension but waking in the night worrying about having all your eggs in one basket?
  • Have you started saving a number of times, accumulated a mass of paperwork and just need someone to pull everything together and keep you organised in the future?
  • Have you used a financial adviser in the past and been disappointed and would now like to talk to someone professional but friendly who can talk to you on your level?
 
These are just some of the ways in which our existing clients have been pleased with our efforts. If any of these problems and desires ring a bell with you - pick up the phone or drop us an email!
 
Our office in Cumberland Business Park, opposite the Priory School.
  • There is parking available in front of the building for our visitors.
Coming from a stockbroking and accounting background we have developed into general practitioners of investment and financial advice, offering a range of IFA services sourced from the whole of the market:

Portfolio Management
Life Insurance High Net Worth
Inheritance Tax Planning
Retirement Planning
Investing for children


Here is a synopsis of our professional background:
Igor Image
Igor Novakovic DipPFS, Cert CII(MP), MCSI

Qualified DipPFS registered Independent Financial Adviser with the Financial Conduct Authority. Member of the Personal Finance Society, Chartered Insurance Institute and Chartered Securities Institute.  Member of Hampshire Chamber of Commerce.

Established and managed a high street branch for Edward Jones Stockbrokers in West Street, Fareham, Hants in July 2002. Co-founder of Accudo Investments Ltd.

I live in Southsea and work in Old Portsmouth with my business partner and wife Claire and we both thoroughly enjoy being in this area.  I have 4 children and my interests include sports, film and cooking.
Claire Image
Claire Csoka ACA

Qualified Chartered Financial Adviser with the Chartered Insurance Institute (APFS) and registered Independent Financial Adviser with the Financial Conduct Authority. Qualified Chartered Accountant with ICAEW and BA (Hons) Degree in Economics from Nottingham University.

Member of Chartered Institute of Accountants in England and Wales.  Member of Hampshire Chamber of Commerce.  Worked as an auditor at Arthur Andersen in London prior to establishing and managing a high street branch of Edward Jones Stockbrokers on Holywell Hill, St Albans, Herts. Co-founder of Accudo Investments Ltd.  

Being married to Igor I also live and work in Southsea and echo his sentiments regarding our love for this area.  We have 2 children together, Gracie and Nicholas and I have 2 stepchildren Eve and Sasha.  My interests include travelling, reading, running and socialising.