Our office is conveniently located in the heart of Verwood, within easy access from Ringwood, Ferndown, the New Forest and the surrounding Dorset and Hampshire areas.
We are a Senior Partner Practice and Chartered Practice, offering regulated financial advice to individuals, families, and SMEs. Our focus is on helping you move forward with confidence through personalised financial planning built around your objectives.
With over two decades of industry experience, we provide straightforward and dependable guidance across investment and retirement planning, and financial security for the future.
Free parking can be found immediately behind our office in the Potters Wheel car park in the centre of Verwood.
To speak with one of our financial advisers about your options, call us on 01202 612 086 or click the email button below. Meetings can be arranged in person at our offices, over the phone, or online using Microsoft Teams or Zoom.
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.