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Set Bournemouth/Poole as my preferred location
01202 714455
139 Commercial Road
Ashley Cross
  BH14 0JD


Charles Goodall
Telephone: 01202 714454
David Cake
Telephone: 01202 714451
James Croad
Telephone: 01202 714455
Jamie Lavender
Telephone: 01202 714459
Piers Cockey
Telephone: 01202 714456
Stephen Wolstenhulme (Branch Manager)
Telephone: 01202 714457
Steven Jeffery
Telephone: 01202 714453

About our Bournemouth/Poole Office

The Bournemouth/Poole office was established 13th October 2008, being the amalgamation of the Poole, Weymouth and Bournemouth branches. Our primary objective is the servicing of clients’ investment needs and expectations throughout Dorset.

With over 100 years of combined investment experience, the team prides itself on providing a personal service, with expertise in, but not limited to portfolio investment management, UK and overseas share dealing, tax efficient investments, trust and probate related work.

In addition to private client share dealing and investment management, we have forged strong links with a multitude of regulated intermediaries throughout the UK in areas such as law, banking, taxation, accountancy and financial planning.

We welcome both private investors and professional firms to contact our team to discuss both their current and future investment needs.

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

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