133 Commercial Road, Ashley Cross, Poole, BH14 0JDMake an enquiry
It’s very easy to simply approach your high street bank, or to search online for financial advice – but are you sure the advice is accurate or the best available?
We all lead complex lives, in an increasingly complex world. We can help you understand financial challenges, goals and needs and help you find appropriate ways to meet them.
We have an extensive range of products and services – using more than 50 of the UK’s top mortgage lenders and a vast, carefully selected group of investment funds to match all our client’s requirements. We strive to ensure that we keep our clients both safe and tax efficient and have high street offices in both Bournemouth & Poole so that you can pop in at your convenience.
We pride ourselves on our high levels of service and like to provide clear and concise advice to you and your family.
The bottom line is that it’s all about YOU and YOUR own personal circumstances. Our job is to provide you with advice that suits YOU and then arrange this for you in a simple, efficient and straight forward way – taking the stress out of the equation.
We conduct a no obligation initial consultation and tailor our services to your specific financial requirements. We pride ourselves in ensuring our clients are never rushed, nor feel pressurised into doing something they don’t want to. We like to ensure that all of our clients understand the product or products that they are taking out and we feel that this ensures that they know that it matches their requirements
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provided as thoroughly as possible,
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.