As a Financial Planning firm based in Poole, Dorset, we are dedicated to delivering expert financial advice to individuals and businesses in Dorset, Wiltshire, Hampshire and beyond. Our aim is to get to know you and your goals to enable us to provide tailored and holistic financial advice that best suits the needs of you and your family.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 14/08/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.