Pension Transfers, Pension Consolidation and Financial Planning Advice in the areas of Poole in Dorset plus Bournemouth and Southampton

Although we provide advice on a wide area of financial planning, we specialise in:

  • Investments
  • Pensions
  • Retirement Options


We are authorised as Pension Specialists with the Financial Conduct Authority (FCA) and hold a specialist pensions qualification (G60). We can advise on all the main areas of Pension planning, including:

  • Pension transfers and consolidation
  • Pensions in Divorce situations
  • Income Drawdown
  • Open Market Options – Annuity Purchase
  • Specialist Annuity Purchase for Impaired Lives

Our specialist Pensions Qualification allows us to give advice on all types of Occupational Pension Schemes.


Investments obviously form an important part of most clients’ personal financial plans. These may be stand alone – or as part of your pension provision. When formulating a future plan, we will ensure the advice is suited to your investment objectives and risk profiles. In addition to this we will ensure our recommendations offer maximum tax efficiency.


If you choose to use our services, we will let you know the costs involved. This may be in the form of fees, commission or a combination of both. We will always agree any fees with you, prior to any work being carried out.