How to find us
Our modern new office is located on Poole Quay.
To book an appointment, please contact us on:
Alternatively, please complete the form below and we’ll get back to you.
First Floor
Quay House
7 The Quay
Poole
Bournemouth
BH15 1HA
Ready to start your journey?
Complaints
We hope that there would never be cause for complaint, but if you would like to raise an issue, please contact us in the first instance so that we can rectify the problem. If you are dissatisfied with our response, the Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to