Operating in South Dorset, we understand the needs of individuals living in this special part of England. Many of our clients are retired individuals who have lived here for many years, often as part of the agricultural community which is particular to this area.

We’ve known a number of our clients for over 20 years, and offer retired individuals, as well as those approaching retirement, a reliable and personal wealth management service which gives them reassurance that their assets are looked after professionally. Our flexible approach means that we’re happy to meet at a time and a place to suit our clients – whether that means visiting a farmer in his milking parlour or meeting in the evenings when daytimes are too busy.

We’re meticulous in our approach, and like to meet new clients at least three times before we offer advice. Our areas of expertise include:

• Investments
• Equity release*
• Inheritance tax

*To understand the features and risks, ask for a personalised illustration

Where other specialist advice is required, we work with experienced colleagues in the St. James's Place Partnership to ensure clients get the expert input they need.