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How to find us

Growing relationships built upon trust, to last through the generations. Based in the heart of the historic market town of Wimborne Minster, our office is designed to be a welcoming and inclusive environment for clients to freely discuss their finances at a time of their pleasing. 

01202 695 801
[email protected]
Directions to office

Dickens House, 15 West Borough,
Wimborne Minster, Dorset, BH21 1LT

Opening Hours: Monday to Friday, 9am to 5pm

Let's chat

Conversations with the right people are priceless.

Arrange a no-obligation meeting
to start planning your financial future.

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    I want to arrange a meeting
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    What advice are you interested in?

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    Investment Planning

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    Retirement Planning

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    Intergenerational Planning

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    Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

    what to expect

    Growing relationships built upon trust, to last through the generations.

    Based in the heart of the historic market town of Wimborne Minster, our office is designed to be a welcoming and inclusive environment for clients to freely discuss their finances at a time of their pleasing.

    We have a team of dedicated advisers based throughout the South of England, operating across the width and breadth of the nation. Our heart may be based in Wimborne, but our advisers operate on your terms. If you would like to meet us in person, we are based in Dorset at the centre of the historic market town of Wimborne Minster, beside the Tivoli Theatre and not far from the Minster. Alternatively, if you would rather meet virtually, through video call or over the phone, we are more than happy to do that too – however you feel the most comfortable.

    We have a team of specialist advisers
    waiting to help you.

    If you have any questions or queries, we have have a team of highly qualified staff waiting to help you. Please feel free to fill in the contact form or get in touch via phone or email and one of our staff will be sure to point you in the right direction.

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    learn more about us

    View our brochures