James Oliver - Independent Financial Adviser Strategic Solutions is a chartered firm of independent Financial Advisers, unbiased advice designed to fit to client needs and where on going service and review is at the heart of what we do Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate pl...

Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them. We’re a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.Our collaborative approach and brilliant process...

As a Chartered Associate of the Institute of Banking and Finance I have spent more than two decades working in financial services. Working closely with clients to resolve their financial planning issues. Whether you need advice on investments or pensions or business exit planning and inheritance. We will walk you through the issues most important to you, making managing your money simple. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments:...

Blueberry Wealth Management provides a highly individual service based on the highest possible standards which is delivered by highly qualified professionals who you can rely on and trust. Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients needs and circumstances. Blueberry Wealth Management provides a highly individual service based on the highest possible standards which is delivered by h...

I pride myself in offering a professional personal service to all my clients Blueberry Wealth is located in Dorchester, the heart of Dorset.We offer a full financial planning and wealth management service with a remit to help clients achieve their financial objectives. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trus...

Your money is precious, so let me help you make the most of it.At this difficult time, face to face meetings may not be what you want or need. I am able to provide advice on a remote basis using a combination of phone, email and video conferencing. Advice needs dont go away but can become more urgent so please do get in touch. We can discuss your need s and the best way to achieve them Helping you achieve your goals is what drives me as a Sandringham Advising Partner. I am dedicated to helping y...

Bespoke, expert advice at a reasonable cost Over the last two decades, The Wilcox Young Partnership have established a reputation within our local investment, legal and accountancy community for the knowledge and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ independent specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing ...

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