Contact us
We offer face-to-face financial advice from our office in Broadstone supporting clients across Poole, Wimborne and Corfe Mullen, and our Verwood office which helps customers from across East Dorset, Ringwood, the New Forest and surrounding areas.
Alongside our strong local presence, we also work with clients further afield, delivering the same high standard of personalised financial planning wherever you are based.
Whether you prefer to meet locally, speak remotely on the phone or via video conferencing, our Advisers are here to provide clear, professional advice tailored to your needs.
Addresses
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.
