Originally established in 1966, the Lymington office joined Brewin Dolphin in 1995. With many years of combined experience, the directors seek to provide a personal wealth management service to private clients, charities and fellow professionals from both within the local New Forest and Isle of Wight areas and beyond.
With access to specialist in-house financial planning personnel, we are able to offer an all-encompassing approach to wealth management, which takes into account clients’ individual requirements, including pensions and ISAs.
If you would like any further information, please do not hesitate to contact us.
Give us a call
01590 687 920
West Barn, Efford Park, Milford Road, Lymington, Hampshire, SO41 0JD
Head of Office
T: 01590 687920
As a financial planner, Rob Carroll brings a new dimension to the Head of Office role, including a background in running his own successful practice. He specialises in tax and estate planning for private clients and trusts, as well advising business owners and directors.