- Hamilton House,
6 Nantillo Street, Poundbury,
Dorchester DT1 3WN
- Tel: 01305 215 770
- Email: firstname.lastname@example.org
Opened in February 2000, the Dorchester office is located on HRH The Prince of Wales’ pioneering new Poundbury development on the Duchy of Cornwall land to the western side of Dorchester.
Our core business involves managing investments under discretionary or advisory agreements for individuals, companies, trusts and charitable organisations. Tax advantageous ISAs are also used where suitable. We are also experienced in the management of SIPPs and offshore bonds.
Above all, we appreciate our clients are individuals and we treat them as such. We place great emphasis on providing a friendly and professional service where clients are assured unbiased advice that is genuinely tailored to their personal circumstances.
Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.