How to find us

Our offices are located within the historic Sir Peter Thompson House.

To book an appointment, please contact us on:

Alternatively, please complete the form below and we’ll get back to you.

Sir Peter Thompson House,
25 Market Close,
Poole,
Dorset
BH15 1NE

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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