"Professional, experienced, highly qualified and friendly firm of Chartered Financial Planners. Truly independent and impartial and famed for the clarity of the advice we give. Our clients really are at the heart of all we do and helping them discover their potential and achieve their financial goals gives us a huge sense of satisfaction and reward. From Mortgages and protection to investments and pensions of all kinds including Defined Benefit Pension Transfers to Equity Release and Long Term Care and inheritance planning, we cover it all.""Professional, experienced, highly qualified and friendly firm of Chartered Financial Planners. Truly independent and impartial and famed for the clarity of the advice we give. Our clients really are at the heart of all we do and helping them discover their potential and achieve their financial goals gives us a huge sense of satisfaction and reward. From Mortgages and protection to investments and pensions of all kinds including Defined Benefit Pension Transfers to Equity Release and Long Term Care and inheritance planning, we cover it all.""Professional, experienced, highly qualified and friendly firm of Chartered Financial Planners. Truly independent and impartial and famed for the clarity of the advice we give. Our clients really are at the heart of all we do and helping them discover their potential and achieve their financial goals gives us a huge sense of satisfaction and reward. From Mortgages and protection to investments and pensions of all kinds including Defined Benefit Pension Transfers to Equity Release and Long Term Care and inheritance planning, we cover it all."
Address: 183a Lower Blandford Rd, Poole, Broadstone BH18 8DH, UK
Phone: 01202 855718
State: Poole
City: Broadstone
Zip Code: BH18 8DH
opening times
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PMWednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed