We are a family business based in Bournemouth providing independent financial advice to clients in the South of England and London. Our focused company structure means that we can provide a personable and professional service to all clients, giving care and attention to every process.
Our fully qualified advisers have over 45 years’ combined experience in financial planning and specialise in pension planning, investments, protection, tax planning, wills and business trusts.
The company has been built on the ideology of providing the highest level of customer service with a fair and transparent charging structure. We are able to help every client meet their financial planning objectives, whether an individual, a family or a business.
We are independent financial advisers and are not tied to any providers, so you can trust that the advice we give is always in your best interest. We can provide you with the route to your financial goals, contact us today for a free no obligation consultation and we will be happy to help you.
We sought the financial services of Susan Delahunty in 2012 for Pension and ISA investments. Her expert advice has made a real difference to our future financial wellbeing. We have always received a personal and efficient service tailored to our needs from Sue and her excellent professional team.
Mr & Mrs R, Winchester,