Business Details
40 Years
experience
Your Independent Financial Advisers in Poole, Dorset
Established in 1986, we are independent financial advisers based in Poole, Dorset, dedicated to empowering clients through tailored financial solutions. Our team of Chartered Financial Planners delivers client-first advice across financial planning, sustainable investments, and mortgage services. With over three decades of experience, we prioritise long-term relationships, personalised strategies, and objective guidance, unaffiliated with any brokerage firms. Our Chartered status from the Chartered Insurance Institute reflects our commitment to professional excellence and ethical conduct.We serve over 1,000 clients, managing 275m in assets, and offer structured service levelsEvolve, Advance, and Maximiseto address financial needs at every life stage. Our holistic approach integrates risk assessment, tax efficiency, and legacy planning, supported by a dedicated client servicing team and digital tools like our Personal Finance Portal. We also champion sustainability, offering ESG-aligned investment options and actively supporting community initiatives.
Services
Financial Planning
Sustainable Investments
Mortgage Advice
Retirement Planning
Estate Planning
Details
- Year established: 1986
Highlights and features
- Chartered Financial Planners with 35+ years' independent expertise
- Tailored service levels for evolving financial life stages
- Transparent fee structures and objective, broker-free advice
- Sustainable investment options aligned with ESG principles
- Dedicated client servicing team and digital portfolio management tools
Associations and certifications
- Chartered Insurance Institute (CII)
Services
Financial Planning
Our financial planning service creates bespoke strategies to secure your future, addressing retirement, estate planning, and wealth growth. We assess your risk tolerance, financial goals, and life stage to design adaptable plans. With ongoing reviews and digital tools, we ensure your strategy evolves alongside your circumstances, providing peace of mind through every life transition.
Sustainable Investments
We offer Environmental, Social, and Governance (ESG)-aligned investment solutions that balance financial returns with positive global impact. By excluding harmful industries and prioritising ethical companies, we build portfolios reflecting your values. Our advisers guide you through ESG fund selection, risk assessment, and impact monitoring, ensuring your investments contribute to a sustainable future.
Mortgage Advice
Our mortgage advisory service simplifies property financing, offering tailored solutions for first-time buyers, remortgagers, or buy-to-let investors. We analyse market options to secure competitive rates aligned with your financial situation. From initial application to completion, we provide clear guidance, ensuring transparency and affordability throughout your homeownership journey.
Retirement Planning
Specialising in retirement income planning, we help you maximise pension savings and create sustainable withdrawal strategies. Our advisers evaluate tax efficiency, annuity options, and investment performance to ensure financial stability in retirement. Through regular reviews, we adapt your plan to changing regulations and personal circumstances, safeguarding your lifestyle post-employment.
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We collaborate with solicitors to draft wills, establish trusts, and implement tax-efficient strategies. By integrating life insurance and gifting, we protect your legacy for future generations, providing clarity and legal compliance in wealth transfer.
People
Oscar Hjlms
CEO
Oscar leads our strategic vision, ensuring alignment with client-centric values and industry excellence. With extensive financial services experience, he champions innovation in wealth management and sustainable investing. His leadership fosters a culture of integrity, driving our commitment to Chartered standards and community engagement.
Questions
What financial planning services do you offer?
We provide Evolve (early-stage), Advance (pre-retirement), and Maximise (retirement) financial planning services, each tailored to your life stage with personalised strategies.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 522193, ensuring compliance with UK financial standards.
How do you approach sustainable investing?
We prioritise ESG-aligned funds, exclude harmful industries, and support ethical companies. Our advisers help you build portfolios that reflect your values while targeting long-term returns.
Can you assist with mortgage applications?
Yes, we offer mortgage advice covering residential and buy-to-let properties, helping you secure competitive rates tailored to your financial circumstances.
What fees are involved in your services?
Our fees are transparent and detailed in our Code of Ethics. We provide clear breakdowns during initial consultations, with no hidden charges for dependents' investments.
Do you offer online account management?
Yes, our Personal Finance Portal allows you to track investments, access valuations, and communicate with your adviser securely online.
