We are Independent Financial Planners and Advisers and have been helping clients identify opportunities and achieve their potential for over 10 years.
In January 2010 we achieved the International Standards Organisation (ISO) 9001:2008 and in 2011 we were awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute.
From our base in Blandford in Dorset our team of highly motivated staff, provide a high level of skills and experience to businesses and private clients in the south of England
We offer two levels of service:
- A specialist Fee Based service which deals with your more complex needs
- A General Practitioner service which handles personal protection, savings and retirement issues.
Whatever your situation, we believe in a professional, personal and high quality service, designed to meet your requirements at a reasonable cost.