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Financial Fridays at Shaftesbury

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Financial Fridays at Shaftesbury

Need some advice?

Call into our Shaftesbury office on Fridays between 9:30am and 4:30pm to speak to our Financial Planning and Business Advisers for an initial, ‘no obligation’ consultation.

‘Financial Friday’ are for you to call in and enquire about any business or financial planning matters.

Our services include:

  • Investment Advice
  • Pension Advice
  • Tax Planning and Trusts
  • Inheritance Tax Planning
  • Equity Release
  • Long Term Planning
  • Business Planning and Business Support Services

For more information, please call our Shaftesbury office on 01747 835435.

Archived Events

South Coast Wine Festival

Holiday Homes Taxation at Dorset Cottage Holidays | Oct 22, 2024

WG Hub Live – Later Life Lending & Financial Planning

WG Hub Live – GDPR

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South Coast Wine Festival

Holiday Homes Taxation at Dorset Cottage Holidays | Oct 22, 2024

WG Hub Live – Later Life Lending & Financial Planning

WG Hub Live – GDPR

Financial Fridays at Shaftesbury

Read more
A stunning sunset at Durdle Door, with the sun perfectly framed through the natural rock arch on the beach, casting a warm glow over the waves and the shoreline.

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Need Financial Advice? We Offer Professional Assistance Only!

Get In Touch Today

Once received, a member of the team will contact you to arrange a local or remote meeting. We aim to respond in 48 hours.