Financial Planning & Investment Management

The ability to routinely combine financial with taxation planning expertise provides us with a unique strength amongst professional financial advisors. We are an independent professional practice offering a fee based service committed to providing innovative and tax efficient solutions to meet our clients requirements.

The practice is authorised and regulated by the Financial Services Authority for investment business.

Areas of specialism include:

  • Savings & Investments
  • Pre-retirement planning
  • Retirement options
  • Investment advice
  • University or school fees
  • Savings plans (ISA’s, NSC’s, etc)
  • Workplace & Pension planning (personal or corporate)
  • Personal finance
  • Home purchase/mortgages
  • Debts
Please contact David Arthur for further information.

What Our Clients Say

I started up my own business and became self-employed. Raymond was with me from the set-up of my business and has provided professional and invaluable knowledge to guide me through the set up. I don’t believe he could have done any better, he is an absolute professional.

Ross, Dorset