We offer highly personalised independent financial advice to clients in Dorset, the New Forest and beyond. Now in its 26th year, the business has thrived by providing a high standard of personalservice, specialising in 'Later Life' financial planning. Together we strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients.
Everyone is different with different needs. We are here to help our clients and work with them. We understand that "talking finance" can be dull and easily left to another day. We like to think thatwhat sets us apart is our ability to explain advice clearly, with no unnecessary jargon and create a clear structure and plan for clients to understand.
We believe in face-to-face, long-term relationships with your personal adviser who really gets to understand what is important to YOU. We have a proven record of being pro-active in helping ourclients through all market conditions. Our clients are typically serious long term investors and business owners who value face-to-face advice and regular personal contact. We have 20 years' experience of working with hundreds of families and individuals who are serious about their financial goals.
We are a pioneering wealth advisory firm dedicated to helping successful clients achieve fulfilment in retirement. As an award-winning firm of Chartered and Accredited Financial Planners we have anunparalleled expertise in retirement planning. We want to help you crystallise the things most important to you, then create a strategy to maximise the chance of you achieving those most important things.
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