North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX
We offer an holistic financial advice-based service to clients on investments, inheritance tax planning, trust and business planning, long-term care planning, all types of retirement planning, Life Assurance, and Mortgage advice. Our focus is on both wealth enhancement and wealth protection.
We believe in providing a high quality service, with the emphasis on forging long term relationships with our clients, using a dedicated and skilled team of consultants and administration staff. Prior to providing any advice we will take time to understand your circumstances, objectives and attitude to risk. Any subsequent advice provided to you will be confirmed in writing.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.