About Us

Independent Financial Advisors providing Investment and Pension Advice in the South West including Poole in Dorset plus Bournemouth and Southampton.

Every time a client engages our services we are aware they are entrusting us with their future financial well-being.

We are committed to providing the highest standard of financial advice possible.

As a firm, we take very seriously the requirements of our regulator, the Financial Conduct Authority – in particular, the requirement to treat our clients fairly.

We offer a very professional, friendly and personal service – and you are welcome to visit our office in Poole, Dorset. If you prefer, we will visit your home or business.

We do not believe in “standard solutions” because we feel that everyone’s situation and objectives are different.

We will offer you an introductory meeting / discussion which will be at our companies expense, and without obligation. This will enable us to understand your current situation and tell you if we feel we can help you. Just as importantly it will give you an opportunity to decide if you are comfortable with who you are dealing with, and decide if you want our help and services moving forward.

Once we have identified and agreed your needs, we will work with you to put a financial plan in place that will be reviewed on a regular basis to adjust to any changes that may happen, both in your personal circumstances and in the financial markets etc.

We encourage all of our clients to have regular reviews. We provide this service for most of our existing clients and these are done at least once a year, or depending on requirements, more frequently.

If you would like to arrange an initial meeting or discussion, call us today or complete our short enquiry form and we will be pleased to help you.


Neil Surtees Dip PFS

  • 16 years experience as an IFA
  • Previous 22 year career in British Army
  • Qualified member of Chartered Insurance Institute and Personal Finance Society.
  • Advanced G60 Pension Qualification
  • Registered as a Pension Transfer Specialist
  • Vast knowledge and experience on all types of Occupational Schemes