Best Financial Advisors in Dorchester

“With a presence in Dorset's county town for over forty years, we at P J Aiken Limited pride ourselves in offering our clients a personal, bespoke, and professional service, as every client is different and unique. We look forward to working with you;...”

“A wide range of services are offered including: Accountancy, Taxation, Business and Financial Planning. As we pride ourselves on having good working associations with some of the UK's top VAT and Taxation consultants, we don't believe you will find a...”

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

“Cato Strategic offers a wealth of experience combined with a broad knowledge of corporate finance strategy and execution, management structure, reporting systems, financing techniques and corporate governance.”

“We provide financial advice to private individuals, businesses and trustees. Our team have the industry qualifications and expertise needed to provide advice across the wide range of financial products and services. We are based in Wiltshire, Somerse...”

“I had a great experience with James Young, it wasn't exactly straightforward for me getting a mortgage and Ben gave me expert advice throughout the whole process. Thank you for helping me get on the ladder!”

“Honestly was absolutely fantastic, me and my wife had multiple properties fall through and spent almost a year searching for our first house. Phil was very professional, reliable and easily contactable which made our very stressful process much less ...”

“I have every confidence with Money Matters FS Ltd looking after my investments . I am planning to talk to them about other investments which I need advice with . I'm very pleased with the service I received .”

“Ben was very helpful,wouldn't hesitate to recommend his services,he resolved problems in weeks that I had spent months just going round in circles Many thanks Ben”

“I have always found Stephanie Dyke and her colleague Vicky to be very helpful. Initially, I wanted advice on savings but I quickly found out that I also needed to think about pensions. Stephanie explains matters in simple, plain English. I cannot re...”

“Amazing!!! Will come again”

“Great staff team always welcoming and knowledgeable.”

“Excellent service, top people there that are very helpful. Highly recommend to anyone.”

“It may be that you are planning for your financial future as you reach retirement age, that you have a lump sum to invest, or that you want to increase your income or pay for care fees in later life. Whatever your requirements, I will present all the...”

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

“Our ongoing service is personal to you and ensures we keep your goals at the forefront of your financial planning. If you agree to our ongoing service, because life is full of surprises and changes we will meet with you regularly to review your plan ...”

“At Eva Wealth we seek to bring financial freedom for women by giving you the tools to take charge of your financial future. We have an understanding of the unique challenges faced by women in the modern world and offer a personal approach, providing ...”

“Rhiannon really has been amazing. She helped so much when my children lost their dad and we had to sort out trust funds. Without her I wouldn't of had a clue where to start. Thank you so much.”