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  Welcome to...



We have been helping clients identify opportunities and achieve their potential for over 10 years.

From our base in Blandford in Dorset our team of highly motivated staff, provide a high level of skills and experience.


We offer two levels of service:
• A specialist Fee Based service which deals with your more complex needs
• A General Practitioner service which handles personal protection, savings and retirement issues.

Whatever your situation, we believe in a professional, personal and high quality service, designed to meet your requirements at a reasonable cost.


                                


We are members of Symponia - Care Fees specialist’s
.

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. 5067028. Registered Office: 1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset. DT11 9AJ

FSA Firm Number: 428814
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here
To verify our status with the FSA, click here and key in our FSA number: 428814

1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset. DT11 9AJ