Purbeck Financial Services - 01305 257141
- Business Planning
- Estate Planning
- Financial Protection
- Property and Mortgages
- Equity Release Schemes
Contact Information Challacombe House
Beechwood Square
Poundbury
Dorset
DORCHESTER
DT1 3SS
Tel: 01305 257141
Email:
Purbeck Financial Services are your local Financial Advisor Dorset. An independent and highly qualified Dorchester based Financial Advisor with strong local reputation and over 20 years industry experienced.
With over 20 years of experience helping people with their financial matters we have built up a good reputation and have support from our professional Accountant and Solicitor connections. Our policy is to be focused on the client and to always make sure that we are in a position to give you the right advice, every step of the way.
The aim of this page is to give you an overview of how our company works and what we can offer you. We have a dedicated website that contains more information to help you get started with the financial planning process, including online registration for our regular e-newsletters.
Our commitment to you:
To be open and clear in our business relationships
Communicate clearlyTreat customers fairlyContinually strive to deliver a first class service
If you need help or advice contact Purbeck Financial Services, your local Financial Advisor Dorset and speak to one of highly trained and experienced advisors.
We are part of Bates Investment Services Limited which is a wholly owned subsidiary of Money Portal Limited is one of the UK's leading independent financial adviser groups.