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. Acting with trust and integrity in central to our core values when dealing with you. Finding a financial advisor that you can trust can be difficult.
You will see that
Anthony Thompson —
Positive: Professionalism, Responsiveness
Always a courteous, friendly and very professional service with clear and simple
Welcome to Lifetime Connections, mortgage and financial planning specialists serving individuals, families and business in Dorset and the South West of England. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management
Dave Drayton —
Fantastic service, all staff went the extra mile to ensure I got what I wanted. Pensions or mortgage no problem as both were
For 30 years we at Lewis' have been providing independent financial advice to our clients, the majority of whom favour and benefit from ongoing and proactive guidance and advice from one of our experienced advisers. We believe our unique common sense proposition builds wealth for our clients using a combination of Preferred Funds and Commercial Property
Dave Payne —
My wife and I have been using Lewis Investment for about 15 years for Pension Planning and Property Syndicate Investments
At Baggette & Company we are genuinely focused on providing exceptional service with the aim of developing long term relationships with our clients. Independent financial advisers and leaders in private client wealth management, our Chartered Status is the profession's gold standard.
This gives you reassurance and peace of mind in the knowledge that
Providing a holistic approach to financial planning, providing open, honest and transparent advice to ensure clients get the right advice with the view of forging long term relationships with them. We help clients find the right mortgage solutions for them. Helping you get the lowest rates possible with the right lender that will provide you with the
Abacus Financial Options are well established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
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Related categories
Mortgages in Poole
Pensions in Poole