41 Commercial Road, Poole, Dorset, BH14 0HUMake an enquiry
With seven very experienced advisers providing a comprehensive professional service to corporate and personal clients. Specialising in Investments, Pensions, (including self administered schemes and property purchase), Life Assurance and Mortgages, clients can deal with us in our offices in Lower Parkstone, in their home, or via the Web. The first consultation is free. We are proud of our reputation for fair dealing.
Additionally our dedicated department provides auto enrolment schemes for companies large and small. We already provide schemes for some of the most established companies in the South.
We have a clear common sense approach to investment.
We look at an investors specific goals and ambitions.
We provide a personal report with our professional recommendations including:
• Asset allocation
• Product allocation (how much of your money should be put in what investment vehicle).
• Tax efficiency (ensuring that you make the most of your tax saving opportunities).
• Future financial benefit strategy (making the most of your income or capital withdrawals in the future).
This together with our unique investment proposition has allowed us to succeed and thrive from inception to present day.
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for the business you are transacting.
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