Investments

With an ever increasing range of investment opportunities available, choosing those that best meet your needs can be a complicated and daunting task. As Independent Financial Advisers and specialist investment advisers, we see our role as making you aware of all the options you have, explaining the pros and cons of each in a simple, straightforward manner, and then recommending the optimum strategy for your own investment portfolio.

As Independent Financial Advisers, we're free to look at investment options right across the market, and can provide informed and impartial advice on a huge range of financial products from ISAs to bank and building society accounts, investment trusts and bonds to national savings and more.

With the widest possible choice and the most coherent, constructive advice, making your investment decisions are much easier. Whatever we recommend, we will have ensured your tax liability is kept to a minimum and the balance of risk and return is truly tailored to your individual circumstances.

Of course this is just the beginning of the journey. From here we monitor and manage your underlying investments, helping ensure they meet your objectives whether that be growth or income or a combination of the two. 

As well as acting as Independent Financial Advisers, we are also Discretionary Investment Managers and therefore you can be content in the knowledge that your investments are being tended by investment professionals. 

In addition to our main office in Poole, we have satellite office facilities to meet in Lymington and New Milton. Whilst our clients are located all over the world the geographical location of our office facilities is such that we predominantly cover Poole, Bournemouth, Ferndown, Wimborne, West Moors, Broadstone, Langton Matravers, Wareham, Highcliffe, Lymington, New Milton, Hordle, Sway, Burley, Christchurch, Ringwood, and the surrounding areas in Dorset and Hampshire.

Decades of experience in making your money
work harder.

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Past performance is not a guide to future performance.
The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.