Financial Services Options
An Appointed Representative of St. James’s Place. Andrew David Associates offers services to both corporate and private clients.
Andrew David Associates (Holdings) Ltd was formed in March 2021, by Andrew Start, one of the founding Directors of Andrew David Associates Ltd, which had been providing financial planning advice since 2008. The new Company was recently formed, following the retirement of his Business Partner, David Murphy. They are a family run business offering personalised […]read more >
Accountancy and tax services
THE ACCOUNTANTS AND TAX SPECIALISTS FOR SMALL BUSINESSES AND INDIVIDUALS A family run business based in Wimborne, Dorset, we are committed to ensuring that all our clients feel valued and enjoy the maximum benefit of our ongoing advice. Our services embrace all areas of accountancy with a tax-focused approach.read more >
Certified chartered accountants specializing in tax advice.
We are continually told by our existing clients that we are normal people and talk at their level, which must be enough to keep you reading and find out more about us and how we can help you? We are a young firm of accountants based on the Bournemouth/Poole boundary that has been providing accountancy […]read more >
Life assurance experts specializing in protection insurance.
We want to help you find the most suitable cover to meet your current needs and circumstances.We will research the very competitive life insurance open market available to independent financial advisors on your behalf to ensure that you always get the best possible value for money. The potential savings could be substantial.We would urge you […]read more >
Chartered certified accountants and auditors.
At England & Company, we are passionate about advising our clients to assist them in developing and running their businesses effectively. We wholeheartedly believe in a partnership approach and long term relationships are pivotal to our ability to understand the objectives and apprehensions of our clients and their businesses. Each of our clients has one […]read more >
Specialists in tax advice for both private and corporate clients
Welcome to Frost & Company Chartered Accountants – based in Wimborne, Dorset since 1991 and renowned for our friendly, practical approach. You’ll find professionals you can talk to, in plain English and always with a focus on minimising your tax liability and maximising your wealth. We provide a full range of personal, business and corporate […]read more >
Chartered firm of Financial Planners and Independent Financial Advisers.
Welcome to Heritage Investments Heritage Investments is a Chartered firm of Financial Planners and Independent Financial Advisers. Chartered status means that we have satisfied rigorous criteria set by the Chartered Insurance Institute (CII) relating to professional qualifications and ethical good practice, which are intrinsic to all that we do. We are passionate about our values of professionalism, partnership, transparency and quality, ensuring […]read more >
Chartered Accountants and Business Advisers
Whatever your needs, we can help. Hill Osborne is an independent firm of Chartered Accountants based in Poole, Dorset, offering business advisory and support services to a wide range of businesses and individuals. At Hill Osborne we provide a cost-effective, high value solution to meet all of your financial needs. We work hard to get […]read more >
Financial advisors for investments, pensions, life assurance and mortgages.
KM Financial Consultants (Wessex) Limited is a local, family-run firm providing a professional and high level of service of independent financial advice on investments, life assurance, pensions and mortgages. Senior advising partner Kevin Manley has over 27 years experience within the Financial Services industry and has maintained a long and close professional relationship with many […]read more >
Holistic wealth management arrangements for: Investment Planning, Retirement Planning & Estate Planning
Holistic wealth management arrangements for: Investment Planning, Retirement Planning & Estate Planning WE BELIEVE THAT FINANCIAL ADVICE IS FOR ALL, NO MATTER YOUR WEALTH, NO MATTER YOUR AGE. Our clients often have goals they wish to reach but don’t know where to start. That’s where we come in. Lester Brunt Wealth Management is a […]read more >
National chain of building societies.
Nationwide is the world’s largest building society with around 15 million members. It’s one of the largest savings providers, a top-three provider of mortgages in the UK & a major provider of current accounts, credit cards, ISAs & personal loans.read more >
International chain of banks.
Welcome to Santander. We offer current accounts, savings, mortgages, loans, credit cards and much more. Here to help you prosper.read more >
Building society to support teachers with mortgages and financial advice.
Teachers Building Society was formed in 1966 and provides mortgages to people who work in education as well as a competitive range of savings products to the general public. Some reasons to become a member of Teachers Building Society: We are a mutual organisation run for the benefit of our members. This means that instead […]read more >
You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business. Whether you are just starting out, looking for a long-term investment or seeking financial security for you and your loved ones, you can rely on The Minster Partnership […]read more >
Accountancy firm offering advice particularly to commercial enterprises.
Thomas & Woolven Accountants of Wimborne provide professional accounting services to businesses large and small in the Wimborne and Bournemouth area. Through their experienced team of accountancy business development specialists, they can support and guide you. Whether you are starting up a new business or have had a business going for some time, Thomas & […]read more >