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 focuses on personalised wealth management 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 advice that is genuinely tailored to their personal circumstances.
If you would like any further information, please do not hesitate to contact us.
Give us a call
01305 215 770
Hamilton House, 6 Nantillo Street, Poundbury, Dorchester, DT1 3WN
Head of Office
T: 01305 215770
David Evans entered the investment management industry in January 1988 and was one of the Founding Directors of the Dorchester office, which opened in February 2000. David is a Fellow of the Chartered Institute for Securities & Investment and he has served on the committee for the South Coast region. Other voluntary posts have included media spokesperson and Treasurer for the Dorchester Chamber of Commerce.