Business Details
Trusted Financial Advisers in Dorset
Established as a trusted authority in financial planning, we specialise in crafting tailored solutions for individuals and businesses navigating complex financial landscapes. With decades of combined experience, our team of certified professionals delivers expert guidance in pensions, investment management, inheritance tax planning, and retirement strategies. Our approach prioritises long-term client relationships, underpinned by rigorous compliance standards and authorisation from the Financial Conduct Authority. We demonstrate expertise through bespoke estate planning services that minimise tax liabilities while preserving wealth for future generations.Our commitment to transparency ensures clients receive clear, jargon-free advice aligned with their unique circumstances. As industry leaders in later-life financial planning, we hold accreditation from the Society of Later Life Advisers, reflecting our dedication to vulnerable client support. Through continuous market analysis and portfolio optimisation, we maintain our reputation as Dorset's premier independent financial advisers, serving both private and corporate clients with unwavering professionalism.
Services
Retirement Planning
Estate Planning
Pension Management
Inheritance Tax Mitigation
Business Protection
Wealth Management
Charity Investment
Divorce Financial Advice
Highlights and features
- We offer 20+ years of experience in independent financial advisory services
- Our team holds specialist qualifications in later-life financial planning
- We provide FCA-regulated advice with full compliance transparency
- Our estate planning strategies have preserved millions in family wealth
- We maintain ISO 9001 standards in client service delivery
Associations and certifications
- Financial Conduct Authority
- Society of Later Life Advisers
What people say
Expert guidance
Personalised approach
Clear explanations
Professional team
Effective solutions
Services
Retirement Planning
Our retirement planning service helps clients navigate complex pension options and tax-efficient income strategies. We specialise in Pension Freedoms legislation to optimise post-retirement cashflow while minimising tax liabilities. With expert analysis of existing pension arrangements, we create tailored plans that ensure financial security throughout retirement, considering healthcare needs and estate planning requirements.
Estate Planning
Specialist estate planning services focus on minimising inheritance tax through strategic asset distribution. We implement trust structures and lifetime gifting strategies while maintaining liquidity for ongoing needs. Our approach ensures clients' wishes are legally protected through coordinated wills and power of attorney arrangements, preserving family wealth across generations with full compliance to current tax regulations.
Business Protection
Comprehensive business protection strategies safeguard company assets and ensure continuity during unexpected events. We design tailored insurance solutions for key personnel, partnership agreements, and shareholder protection plans. Our services integrate with personal financial planning to create cohesive strategies that protect both business interests and family financial security for company directors and owners.
Wealth Management
Active wealth management service optimises investment portfolios through continuous market monitoring and rebalancing. We employ diversified fund selections matched to individual risk profiles, with regular performance reviews to adapt to changing market conditions and client circumstances. Our approach combines capital preservation principles with growth objectives to maximise long-term investment returns.
Charity Investment
Specialist investment advisory service for charities and trustees ensures compliance with fiduciary duties while optimising returns. We conduct comprehensive reviews of existing investment strategies, assess risk-return profiles, and provide impartial recommendations aligned with charitable objectives. Our expertise includes endowment fund management and ESG (Environmental, Social, Governance) investment integration for not-for-profit organisations.
People
Zanne St John Marchmont
Director
Experienced financial director with specialist qualifications in later-life planning, leading client advisory services while maintaining strict compliance standards.
Rachel Elson
Financial Adviser
Certified financial planner focusing on retirement strategies and pension consolidation with particular expertise in post-retirement income optimisation.
Helen
Compliance Officer
Senior compliance specialist ensuring regulatory adherence across all client services, with extensive experience in financial services administration.
Deborah
Office Manager
Client services manager coordinating first contact points and administrative operations with particular focus on client communication processes.
Wayne
Social Media Executive
Digital marketing specialist managing online presence and client engagement platforms while supporting website development initiatives.
Questions
What qualifications do your advisers hold?
Our team holds Level 4 Diploma in Financial Planning qualifications with specialist later-life planning certifications, regulated by the Financial Conduct Authority.
How are your services charged?
We operate transparent charging structures with initial consultations typically free, followed by agreed fixed fees or percentage-based advisory charges.
Can you help with existing pension arrangements?
Yes, we conduct comprehensive reviews of existing pension provisions and recommend optimisation strategies without obligation to transfer arrangements.
Do you work with non-UK residents?
While primarily serving UK clients, we can advise on cross-border financial planning considerations within our regulatory permissions.
What happens during the first consultation?
Initial meetings focus on understanding your financial situation, discussing objectives, and identifying key planning opportunities without immediate recommendations.
How often should portfolios be reviewed?
We recommend annual reviews with additional check-ins for significant life changes or major market movements affecting investment performance.
Reviews (2)
Robert Walton
Jun 29, 2019
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We have been delighted with the personal financial advice we have received from Savvy Financial Planning. Their advice is always clearly explained and completely customised to our personal requirements.
Corbin & Co Estate & Letting Agents
Aug 08, 2018
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Knowledgeable, friendly and professional, they made it very easy for me to sort out my pension planning, great service I highly recommend this company.
