How does the Wealth Management Service work?

Through a dedicated Independent Financial Adviser and one of Dorset’s largest tax/trust teams we utilise the wealth of knowledge and experience of the ‘entire team’ to create a personal or business plan that clearly maps out your options based on your specific needs and requirements.

The language we use is simple and informative, not complicated and confusing.

We regularly review the recommendations and milestones to keep clients on track.

Who do we work with?

We work specifically with;

  • Business Owners
  • Professionals
  • Executives
  • Executors
  • Trustees
  • The Affluent Retired

Why do people choose us for Wealth Management?

People come to see us requiring clarity in how to achieve their personal or business financial objectives. They often feel their previous adviser was not fully equipped to advise them or that their previous bank was not listening to their needs.

85% of all work undertaken in 2010/2011 was by way of referral and our advisers operate within the financial services arms of many of the most respected and largest law firms in Dorset’

How do we make people feel?

Clients tell us that dealing with us makes them feel positive and secure about their future.

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