Each year we help thousands of people from all walks of life complete on the biggest financial transaction they are ever likely to make. We can provide you with the latest deals and rates formortgages, remortgages, buy to let finance, right to buy, shared ownership, right through to commercial mortgages and bridging finance. Whatever your situation, from first time buyer to experience buy to let landlord we aim to find the right mortgage at the right price to suit your individual situation.
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.
Our aim is to develop and protect our clients' wealth and help them fulfil their financial dreams and aspirations. Our focus for our clients is to optimise their long term wealth and bring themoverall peace of mind and financial security throughout their lifetime. We aim to build long term relationships with all of our clients and also offer a Lifetime Cashflow Modelling service.
The Chatsworth Practice is a family business of Independent Financial Advisors established 1984. We work mainly with professional clients in the South of England, with whom we develop long standingrelationships which in many cases last a lifetime. We offer expert advice in areas which include Investments, Pensions, Annuities, Pension Drawdown, Mortgages, Insurance and trust planning.
Welcome to our Web Site, we hope you find it useful and informative. Chris Bibb Independent Financial Advice Ltd is a professional firm focused on adding value by providing the best service to itsclients and their families in meeting their financial planning needs throughout life. We do this by taking time to understand you as an individual, what is important to you and your financial goals. We then do our utmost.
At Baker Davies, we view financial planning as a means to help our clients achieve what is important in their life. We do this in a friendly, pleasant and very professional manner. All clients arereferred to as clients not customers. We believe in having an ongoing relationship with clients, whereas a customer may just buy something once and not purchase from you again.
With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs - and why? We believe it's our knowledge,expertise and experience in managing investments and pensions that sets us apart. Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding £1 billion. What makes us different?
Atkins Bland's mission is to help our clients maximise and protect their financial resources. Circumstances and priorities vary but, whatever your situation, we can help you identify the key issuesand understand the options available to you. Then, knowing all the relevant facts, we can provide you with advice clearly focussing on your needs and designed to help take you where you want to eventually be.
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.
We construct potential solutions to suit your financial priorities. It is essential to review and adapt investment portfolios to reflect any changes in a client's circumstances or priorities. DolphinWealth Management Ltd which is authorised and regulated by the Financial Services Authority.
J P Financial are a whole of market mortgage brokers, we are not tied to any one lender. We have access to both high Street Banks and specialist lenders who provide finance for a wide range ofmortgages. Whatever your situation here at J P Financial we will find the right mortgage for you, at the right price with least amount of hassle. We have designed this website to give all our clients, whatever their credit rating or background, as much online assistance as possible.
St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We conduct a no obligation initial consultation and tailorour services to your specific financial requirements.
Established in 1928 with roots going back to 1903, Coleman is one of the UK's longest established, truly independent insurance brokers and financial advisors with locations in Poole, Exeter andSouthampton. Our people at Coleman are proud of the level of service they provide. Their commitment and technical expertise ensure that clients receive a high quality professional service.
Apex CB Financial Planning Ltd is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services to personal and corporate clients in the UK.Based in Lytchett Minster near Poole, we provide financial advice throughout Dorset and South Hampshire.
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.
Asar Consulting Ltd. provides quality Bookkeeping, Accountancy, Financial Consultancy and Payroll Services throughout Dorset and can also serve certain areas of neighbouring counties of Somerset,Wiltshire and Hampshire. Our consultants are experienced in all areas of the bookkeeping and accounting industry and provide advice on many matters including year end procedures, account preparation and management of income and expenditure.
The business's primary objective is to source finance from reputable financial institutions, to assist with purchases, and to negotiate facilities for extensions/refurbishments to Residential Care andNursing Homes. Great Britian has an ageing population which needs additional resources to cater for the infirm and the increasing instances of dementia. Additional areas of activity involve Hospitality and Commercial Development construction.
As an individual who has worked within financial services since 2002, my client's financial happiness is of the utmost importance to me. As a financial adviser with Abacus Financial Options Ltd, Ihelp my clients to get the best use from their capital, whilst providing a confidential and safe home for all their financial needs.
PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners, with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority,and provide a holistic financial planning service to our clients. PFM Associates are recognised as a Chartered Financial Planning firm, a level of professionalism achieved by a minority of IFA firms in the UK.
Welcome to Pennywise's website, designed to give you an overview of the services we are able to offer. We can advise you across a range of financial subjects including Investments, Pensions,Mortgages, Personal and Business Protection Insurance and Wealth Management. Our offices are based in Weymouth and Dorchester, both with a High Street presence and easy parking nearby.