We are an Independent Financial Adviser near Poole, Dorset. We provide financial advice to people and companies in Dorset and South Hampshire.
As an Independent Financial Adviser we have access to the full range of UK financial products and services. So, whether you are looking for advice on pensions, savings or other investment products, mortgages, insurance or equity release, we can help you.
Above all, we’re a friendly team. Our goal is to deliver a truly great service and experience, so you will recommend us to your family and friends.
Most of our new work comes from recommendations from our existing clients. Well-respected local solicitors and accountants recommend us to their clients too.
The Financial Conduct Authority authorise and regulate our work, and you can find us on the register here.
So if your are looking for an Independent Financial Adviser near Poole Dorset why not give us a call?