Dorset coast, Bournemouth
Harbour Arm, Folkestone
Proud to be Chartered Financial Planners
Awarded to only a select number of financial planning firms, Chartered status demonstrates our commitment to maintaining the knowledge and capability of our people and abiding by a demanding code of ethics.
Who we work with
Young, free and independent
As a young professional, you’re just starting to successfully build your career – and your money, too. We think there’s no better time to start thinking about the future.
We understand that this stage in life is all about providing for and making memories with your family. We can help you make the most of this time, while also saving for the future.
Planning for retirement
We believe the key to a successful retirement is to act as soon as you can – whatever age that may be. With our support, you can have peace of mind that your future is being cared for.
Retirement is something you’ve earned through many years of hard work – and we believe financial worries shouldn’t get in the way of enjoying this time.
Later life care
As we age, we will often need to make some changes to the way we live – and that means being financially prepared for those adjustments. We can help you and your loved ones plan for your later life needs with confidence.
Final salary pensions
Transferring away from your defined benefit/final salary pension is a big, irreversible decision that shouldn’t be taken lightly. It’s therefore necessary for you to seek independent financial advice if you’re considering this.
Protection policy calculator
Protection policies such as life cover, critical illness cover and income protection are often overlooked as an extra expense that isn’t needed or its one for those jobs that you will deal with later. We have created this tool to help you understand the likely cost of protection policies so you can have an informed conversation with one of our planners about what is the right cover for you.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.View all
It’s great to be recognised for your achievements. Our awards cabinet reflects the passion and quality of service that goes into our everyday.
What our clients say
Want to get a sense of what we really do? Don’t just listen to us. Hear from the people that really matter – our valued clients.