Home / Wealth & planning
Financial planning that starts with your life, not a product.
Pensions, investments, protection and estate planning for people across Dorset. One adviser, a written plan, and a review every year so it stays true.
How we're paid
Agreed in writing, before we start.
The first conversation is free. If we go on to work together, our fees are set out clearly and agreed up front. No surprises later.
What we help with
Most people arrive with one question. A forgotten pension, a lump sum, a parent's estate. The plan grows from there.
How planning works
A plan is a document you can read, not a product you're sold. Here's how it comes together.
Discovery
Free, about an hour. What you have, what you owe, what you want life to look like.
Analysis
We gather the paperwork, check the old pensions and run the numbers, including the boring ones.
Your plan
A written plan in plain English, with our recommendations and fees. You decide what to act on.
Annual review
Life changes. Once a year we sit down and check the plan still fits, and adjust it if not.
Why plan with us
Local, regulated, and around for the long run.
Regulated advice, backed by Quilter
We're an appointed representative of Quilter Financial Services, one of the UK's largest advice networks. Local relationship, national compliance.
Plain English, always
Drawdown, annuity, ISA allowance. If a term has to appear, we explain it in the same breath.
The mortgage side, already known
If we arranged your mortgage, we already know half the picture. If we didn't, we'll ask.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Tax treatment depends on individual circumstances and may change. Estate planning, will writing and some forms of tax planning are not regulated by the Financial Conduct Authority.
Start with one question.
A free first conversation. Bring the pension letter you've been meaning to open.