Whether you have existing investments or new money to invest, whether you need income or growth or a combination of both, we specialise in providing bespoke solutions to each individual we meet. From the initial advice to ongoing monitoring and service, we enjoy looking after our investment clients.




Our advisers have many years of experience in helping clients and our use of an award winning centralised investment proposition matched to your attitude to investment risk has proved popular for may years, with may clients referring their friends and relatives to F1RST Financial Services.




Establishing someone's attitude to investment risk is one of the most important parts of the investment process. It ensures we select the correct investment for you and that you are happy with where your money is invested and of the volatility and risks your money could be subjected to.


As well as receiving statements from the recommended providers, our wonderful administrators work closely with our advisers to ensure you receive regular reports about your investment performance. Our advisers are also available to meet with you on a regular basis to discuss things with you.




(01202) 757136

4 Erpingham Road, Poole. Dorset. BH12 1EX