Dorset Financial Planning

DFP is a small business that cares about its customers. I feel that there is no distinction between personal beliefs and business ethics, and so I aim to treat my clients as I would like to be treated and I will go to great lengths to provide an outstanding service. I will ensure I listen to your needs, take the time to get to know you, talk in plain English and I will stick to my promises.

I am local and very sociable and I feel I know Dorset and Hampshire pretty well.

When I am not working and looking after my young family I make time to volunteer as a debt adviser, helping people with their money problems whilst helping them feel at ease and come to terms with their situation. The Debt Advice Voluntary services are not part of the Beneficial Life offering and are offered in my own right. Beneficial Life accept no responsibility for this aspect. Debt Advice Voluntary Services are not regulated by the Financial Conduct Authority

I have a Financial Services Diploma which is a ‘level 4’ qualification as well as having the ‘Certificate in Mortgage Advice and Practice’.

I’ll save you the leg work and search the whole of market to find the right mortgage for your circumstances as well as a friendly, efficient person representing you and helping you through the maze of mortgage processes.

You will be impressed with my efficient service and I’ll take the pressure off you and push the mortgage through to completion.

Your home may be repossessed if you do not keep up repayments on your mortgage.