Symponia Member

We are a forward thinking and growing firm based in rural Dorset. Although our operational base is very much in the countryside the excellent communications we enjoy enable us to cover an area from Swindon and Andover in the North, through Salisbury to Bournemouth and Bridport in the South.

We firmly embrace the traditional ideals of service, quality and efficiency and couple with this the very latest technology. As a founder member of Symponia we fully endorse their ethos and values.

In recent years Care Fees Planning has become a major part of our business.

Through the incorporation of Retirement Planning, Investment Planning, Estate Planning and Tax Planning into our client reporting process we aim to provide a complete and holistic picture of all the options available to you, to enable you to make the best possible, informed decision.

Duncan Powell is our Care Fees Planning expert. He has been in the Financial Services Profession since retiring from the army in 1993.In addition to his qualifications in Care Fees Planning he is a Certified Financial Planner. Duncan specialises in providing financial planning advice to clients concerned with all aspects of their long term future.

He is also a member of The Retirement & Care Faculty.

In his spare time Duncan enjoys golf, camping, gardening and country pursuits. He is also a keen member and supporter of the National Trust.