Cranborne Wealth Management

Financial Advice Dorset

We offer a complete financial management and financial advice service in Dorset for individuals and companies aiming to protect their financial well being.

As a fully independent financial adviser in Dorset, (Financial Services Authority, No. 474952) I can offer professional financial advice to all customers, whether domestic or commercial.

As an independent advisor I am able to offer you a wealth of different choices, enabling you to find the most suitable option of all.

Financial Review in Dorset

Living in an area as beautiful as Dorset, you deserve the quality of life that goes with it. Good financial management is the key to ensuring you and your family are happy and secure. But you don't want to spend all your time planning.

A Cranborne Wealth Management review takes the stress out of financial planning. I offer sensible, practical financial advice - to help you plan for big purchases, provide for your family and secure your future. I will explain the jargon and simplify the legislation and help you make decisions that put quality of life first.

I have a vast amount of experience and experience in the IFA and offer a host of services in and around Dorset including:

• Pensions
• Retirement
• Life Cover
• Investments
• Life Assurance
• Business Protection
• Financial Protection
• Inheritance Tax Planning

Payment of my financial advice services may be made either by the payment of a fee, commission or a combination of both.

Contact Philip Clegg Today

If you are looking for financial advice in Dorset and the surrounding area then give Philip Clegg a call today on 01747 812 148.