Everyone deserves great financial advice
An integrated approach to financial advice
Who we are
We provide a comprehensive wealth management solution to clients across the South Coast. Our knowledgeable advisers will take the time to understand where you are now, so we can build a personal financial plan that fits with where you want to be.
How we work
We work closely with the award-winning team at Carpenter Box to offer you an integrated financial and tax advice service. This allows us to combine the strength of a leading accountancy firm with the personal touch of specialist financial planners.
Services
Our team of trusted experts is here to help individuals and businesses invest with purpose, protect what matters and plan confidently for the years ahead. Wherever you are in your financial journey, we have a range of solutions to meet your needs.
Our achievements
We are an Appointed Representative of CB Financial Advisers LLP. CBFA has successfully been granted membership of the Buy with Confidence scheme run by Trading Standards, so you can have peace of mind that we are a company you can trust.
We were honoured to be recognised by Just Group for the service we provide to vulnerable people. This accolade reflects the hard work we have put into developing a comprehensive vulnerable customer policy.
of our clients are “very satisfied” with our service
said they rated our advice as “good” or “excellent”
of our clients would be happy to recommend our services to a family, friend or colleague
stated that they had made good progress towards their financial goals
*Stats from Client Survey – January 2025
