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 and aim to deliver a truly great service and encourage clients to leave feedback. Lots of client have given us great feedback on Google, Freeindex and Trustpilot. Please take a look at our testimonials page too.
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?