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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.

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.