Established in 1989 by Douglas White, the company operates as a firm of Independent Financial Advisers (IFAs) based in Dorset, UK. Their mission is to build long-term, trusted relationships with clients by creating comprehensive lifetime financial plans to help them achieve personal and business goals. Being independent, they are not tied to any single product provider, allowing them to offer unrestricted advice on a wide range of financial services including investment management, retirement planning, inheritance tax planning, and protection.

Founded in

United Kingdom