Our Offices
Our mission is to make financial planning clear and accessible for everyone. We have two offices in Dorset, both of which are available for clients to visit. Our friendly, helpful team members are here to support you and make financial planning as simple as possible.
Parking is available close to both offices, making it easy for you to visit us. We have private meeting rooms available, or if you prefer we can meet virtually. Alternatively, we are happy to visit you at your workplace or home.
SJP Approved 12/02/2026
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
