About Us

We are Independent Financial Advisers, and as such can offer you unbiased financial and mortgage advice from the marketplace as a whole

Based in Wareham we are able to provide consultations at our offices, in the comfort of your home or place of work. The majority of our clients reside throughout Dorset and Southern England and in some instances further afield. Using technology we can provide services throughout the whole of the UK.

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With many years experience in Financial Services we can provide a flexible, comprehensive and professional service.

We pride ourselves in giving unbiased honest advice.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!

Being independent allows us to work on YOUR BEHALF!!

Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web.

We provide advice on investments, mortgages, pensions and inheritance - see Our Services page for more details.

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

For mortgages we can be paid by commission or fee. If paying by fee this is typically 0.5% of the loan.

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