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If you have any queries, please do not hesitate to contact us on 01202 714455.


139 Commercial Road
Ashley Cross
BH14 0JD

Telephone: 01202 714455

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Stephen Wolstenhulme (Branch Manager)
Telephone: 01202 714457

Piers Cockey
Telephone: 01202 714456

James Croad
Telephone: 01202 714455

David Cake
Telephone: 01202 714451

Charles Goodall
Telephone: 01202 714454

Jamie Lavender
Telephone: 01202 714459

Steven Jeffery
Telephone: 01202 714453

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Established in 2008, the Bournemouth/Poole team prides itself on the personable service it offers, having over 100 years of combined stockbroking and investment management experience.

We ensure that your specific individual needs are central to the entire investment management process when creating and managing your portfolio, which is designed to achieve your investment objectives and timescales. Our Discretionary Managed Service may be suitable if you wish to invest, but do not have the time or expertise to manage your own portfolio. You will have direct access to your investment manager who will provide a highly-personalised service and will keep you informed about your portfolio’s performance and the investment decisions made. Or, if you wish to be actively involved with your investments, but would still benefit from the skill and expertise that direct access to an investment manager can provide, our Advisory Managed Service may be suitable.

If you have a smaller portfolio, or would prefer to speak to a qualified stockbroker before making a particular trade, we also provide Dealing with Advice; a personal and proactive service ideal for active investors looking for advice on specific stocks and shares.

Our expertise is not just limited to bespoke investment management and share dealing but also encompasses tax-efficient investments such ISAs and SIPPs, international trust and probate work, in addition to IHT mitigation and investing for children. We also offer services designed for charities, families and trusts.

We primarily serve individual investors but have also forged strong links with a multitude of regulated intermediaries in areas such as law, fiduciary services, banking, insolvency and taxation.

We welcome both private investors and professional firms to contact our team for information about our award-winning services.


Unfortunately we cannot accept any orders to deal via fax or email.

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  • Investments and income arising from them can fall in value and you may get back less than originally invested.
  • The services and investments referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should consult ourselves or an independent adviser.
  • Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
  • We do not provide advice on life assurance and other financial planning products to private clients and therefore, we are recognised by the FCA as a restricted advice firm.

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