Financial Advisers
in Lytchett Minster

MW Estate Planning provides help related to services like Trusts, Wills, Power of Attorney, Business LPA and more. We make sure to help you protect hard-earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.

Welcome to Apex CB Financial Planning. We provide Independent financial advice in Dorset. We are based in Holton Heath, near Poole, Dorset. We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links.

We are experienced in developing and delivering courses, online, face-to-face and blended, for organisations that want to improve the commercial acumen of their management teams. We are experts in helping to demystify finance for non financial managers. Our qualified team can offer training, coaching, mentoring and consultancy to both financial specialists and non-specialists.

If you’re looking for the best financial advice backed by a solid pedigree, Clarke & Partners should be at the top of your list. We have been providing professional financial advice for over twenty-five years in Wimborne, Dorset.

Chris Bibb ACII, FPFS, Certs CII (MP&ER), Certs PFS (DM&Securities), Chartered Financial Planner served as a Constable in the Metropolitan Police Service between 1985 and 1988 before becoming a financial adviser in July of that year.

Jo Deeks, Financial Adviser Bournemouth Ltd is an appointed representative working with Abacus Financial Options Ltd of Bournemouth, Dorset. As an individual who has worked within financial services since 2002, my client’s financial happiness is of the utmost importance to me.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Mis-Sold Pension Advice – if you’re a victim of mis sold investments our experts can claim compensation for you. No Win No Fee pension claims.