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.
The core to our success is designing our business strategy in line with the interests of our clients. This is achieved by following three principles:
We maintain the highest level of standards, and are one of a few companies in the South awarded the title 'Chartered Financial Planners' by the CII. This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people.
Chartered firms follow a demanding code of ethical practice. This means we work in a principled manner placing clients interests at the heart of our advice.
North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX
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