Whether you have existing pension policies, you're looking to retire soon or you wish to start a new pension, 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 clients' needs up to and throughout their retirement.


With major changes happening to workplace and personal pensions in recent years, the retirement planning landscape has become a minefield of options. Choosing the right personal pension initially and

the correct options at retirement is something we have lots of experience in and we provide clear, easy to understand recommendations to help with these decisions.




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.


We will provide you with an annual report, in line with our Client Agreement to review your funds under management, but should you have any concerns at any point we will be happy to review your situation.



(01202) 757136

4 Erpingham Road, Poole. Dorset. BH12 1EX