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+44 1202 545135
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| Midland House 2 Poole Road, Bournemouth, Dorset, BH2 5QY | |
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790 ftSuffolk Road
910 ftPoole Hill
0.2 miTriangle (Stop J)
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Specialties
We help individuals, their families, businesses, trustees and other professional advisers, including deputies appointed by the Court of Protection. We focus on providing financial planning and investment advice. This includes advice during tough times as well as good times. For example, during divorce, planning for care needs, advice to trustees to help them comply with the Trustee Act 2000, retirement strategies and investing personal injury or clinical negligence settlements, which will include specialist financial planning services including cash flow forecasting (sometimes called Lifetime Planning).
History
Established in 1997.
We have client and professional relationships that go back to the start of the business, which we believe is a testament to our commitment to customer service. We now employ over 40 people including 15 financial advisers, many of whom are Chartered and or Certified Financial Planners. We also have a number of SOLLA and STEP accredited advisers and advisers who are registered with APIL to provide independent advice to lawyers working with Personal Injury and Court of Protection claimants.
