W M Financial Services (UK) Ltd is an independent financial advisory firm established in 1999 and based in Poole, Dorset. The company provides a range of financial planning services to both individual and corporate clients, focusing on building long-term relationships. Their core offerings include advice on pensions, investments, protection (such as life insurance and critical illness cover), and mortgages. As an independent firm, they emphasize providing impartial advice tailored to the specific needs and goals of their clients.

Founded in

United States