Financial Advisers in Broadstone
Broadstone is a popular Dorset town just north of Poole, close to Wimborne and Corfe Mullen, and within easy reach of Bournemouth. From our Broadstone office, we provide trusted, regulated financial advice to individuals, families, and SMEs. Our approach is built on trust and long-term relationships - helping you make informed choices at every stage of life.
We are a Senior Partner Practice and Chartered Practice with over 20 years of experience, and specialise in clear, reliable advice on investment and retirement planning, and long-term financial security. Our expert advisers are here to simplify complex financial decisions and support you with professional guidance.
Parking is available close to the office at the Story Lane car park or there is street parking outside our office on Lower Blandford Road.
To find out more about how we can help you or to talk to one of our financial advisers, please contact us on 01202 951 227 or click the email button below. Appointments are available at both of our local offices, over the telephone or online via Microsoft Teams or Zoom.
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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.
