What we do
We are a firm of Financial Planners based in Dorset with over 100 years of experience in the profession. We are committed to offering clients who work with us the highest quality of advice to help them define, plan for and achieve their financial goals.
Our focus is financial planning for individuals and businesses which involves getting a strong understanding of your current position and where you would like to go. We want to help you with that process and believe we have the skills and expertise to do so.
The first meeting is always at our expense.