Who are we?

Established in 2001, we’re a close-knit team who love working with each other and with other people. We have a shared ethos that our clients deserve the very best and have set our own very high standards of service that run through every aspect of our business.

What we do?

We are a local practice based in Bournemouth, with a keen sense of community at the foundation of everything we do. We provide a broad base of advice to high net worth individuals, business owners, sports professionals and a wide range of different people. Helping them with practical solutions to the financial issues that concern them the most.

As well as meeting clients in our offices, or their home/workplace we are also happy to meet clients virtually, through Microsoft Teams or Zoom.

We are committed to taking the time to get to know you, to put you at ease and to understand your individual circumstances, dreams, goals and aspirations. We then work closely with you to develop the best tailored, forward-thinking financial solutions to support you in securing, protecting and making the most of your hard-earned money whilst also protecting the things that matter the most.

Our services

We offer a comprehensive range of services and investment solutions: Protection, Pension Planning, Investment Planning, Planning for Retirement, Later Life Planning, Mortgage Advice, Access to Discretionary Fund Management, Estate Planning and Trusts.

We are in the privileged position of being a Partner Practice of St. James's Place, a FTSE 100 company.

Over and above this, a friendly, highly knowledgeable team, excellent customer service, attention to detail, regular communications, annual reviews and integrity, are all aspects of our service you can expect to receive and rely on. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.