With over 30 years' experience, our dedicated team of friendly, qualified financial advisers across Dorset, Wiltshire and the surrounding counties are available to help you plan, grow and protect your financial future with confidence.
We put our clients firmly at the heart of everything we do which enables us to run a client focused business. No two clients are the same, so we ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We are passionate about what we do and strive to offer you the very best service to develop long-term relationships from generation to generation.
With offices in Shaftesbury, Sherborne, Canford Cliffs and Corsham; we provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 06/03/2025
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.