• Pensions

    Pensions+

    Whether you're saving for retirement or you are facing decisions at retirement, we can help

    View more
  • Savings Planning

    Savings+Planning

    Saving for the future is important and we can help you select the right product to achieve your goals

    View more
  • Mortgage Advice

    Mortgage+Advice

    We are specialists in arranging mortgages for First Time Buyers, people moving home, 'Buy to Let' mortgages and remortgages.

    View more
  • Investment Advice

    Investment+Advice

    Make the most of your money and don't leave it languishing in Building Society accounts

    View more
  • Equity Release

    Equity+Release

    Allows you to access cash tied up in your home - speak to one of our qualified advisers

    View more
  • Protect Insure

    Protect+Insure

    We can shop around for the lowest cost life cover, income protection and critical illness cover

    View more
 

Useful Links

We've listed below some links to websites that our clients may find useful:

Money Advice Service - https://www.moneyadviceservice.org.uk/en

Experian - http://www.experian.co.uk/

Skandia - http://www2.skandia.co.uk/

The Pensions Advisory Service - http://www.pensionsadvisoryservice.org.uk/

HM Revenue & Customs - http://www.hmrc.gov.uk/

Unbiased http://www.unbiased.co.uk/

Find your local authority - https://www.gov.uk/find-your-local-council

Weymouth and Portland Borough Council - www.dorsetforyou.com

West Dorset District Council - www.dorsetforyou.com

Dorset County Council - www.dorsetforyou.com

Financial Conduct Authority http://www.fca.org.uk/

True Potential - http://www.tpllp.com/

Keep In Touch!

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Latest News

Budget 2017: Stamp Duty Changes

Budget 2017: Stamp Duty Changes...

Shift from annuities to drawdown continues

Shift from annuities to drawdown continues...

  • Pensions

    Pensions+

    Whether you're saving for retirement or you are facing decisions at retirement, we can help

    View more
  • Savings Planning

    Savings+Planning

    Saving for the future is important and we can help you select the right product to achieve your goals

    View more
  • Mortgage Advice

    Mortgage+Advice

    We are specialists in arranging mortgages for First Time Buyers, people moving home, 'Buy to Let' mortgages and remortgages.

    View more
  • Investment Advice

    Investment+Advice

    Make the most of your money and don't leave it languishing in Building Society accounts

    View more
  • Equity Release

    Equity+Release

    Allows you to access cash tied up in your home - speak to one of our qualified advisers

    View more
  • Protect Insure

    Protect+Insure

    We can shop around for the lowest cost life cover, income protection and critical illness cover

    View more