Financial advice that puts your life first
You deserve financial advice that gives you clarity, confidence, and peace of mind, at every stage of life, and from someone you trust.
Financial advice in Wimborne, Dorset.
Regulated, independently & consistently 5* reviewed, and trusted by individuals and families across the South.
Who I help
Tailored advice for your life, your goals, your circumstances
Young Professionals & Growing Families
Planning for the future while managing life’s daily demands? Financial clarity starts here.
Retirement Planners
Approaching retirement with questions? Find out where you stand and what’s possible.
Childcare & Nursery Business Owners
Balancing business and personal finances? Get clear, structured advice with both in mind, from the only IFA in the country who has walked in your shoes.
Property Investors
Owning property is only part of the picture. Align your portfolio with long-term goals.
What you gain from personal financial advice
The real benefit of personal financial advice isn’t just the planning, it’s the clarity, confidence, peace of mind and ongoing support that come with it.
Real clarity on what’s possible, and how to get there
A relationship built on trust, not sales targets
One trusted person to speak to, who knows your full picture
Reassurance that everything is aligned, in order, and taken care of
Financial planning based on sensible data-backed assumptions and an evidence-based approach - no short term-term predictions here!
A clear process, from first chat to long-term support
Step 01
Discovery meeting
This is where we talk. No jargon, no selling, just an open, honest discussion about your life, goals, and finances. You’ll leave with more clarity, whether we work together or not. This is conducted entirely at the expense of our business with no expectation or obligation on either party.
Step 02
Your Personal Financial Plan
A tailored strategy designed around your objectives, not just financial products. Your plan covers everything from protection and investments to family goals and long-term outcomes.
Step 03
Ongoing Support
Life doesn’t stay still, and your plan shouldn’t either. Together we’ll adapt as things change, with regular reviews and support to keep everything on track to your life’s evolving ambitions.
“I’ve had the pleasure of knowing Toby over many years now and can say without hesitation that he is one of the most caring and diligent professionals I know.
What sets him apart is not just his expertise, but the way he takes the time to truly understand and support those he works with. I trust him implicitly — both in terms of his technical judgement and his integrity. He’s someone I would happily recommend to anyone looking for a trusted and compassionate professional.”
— Mr W. Oct 2025
“Toby has provided advice and options based on our specific requirements. He provides a comprehensive overview of where we are financially, based on information we have provided and then discusses all of our options going forward to ensure that we are able to meet our financial goals. I like the way Toby listens to what we have to say, explains everything in layman's terms, provides options and allow us to make the decision on what is achievable.”
— Ms C. March 2026
“I’ve known Toby professionally for quite some time, and I can honestly say he’s one of the best. He genuinely cares about what he does, and it shows. There’s real heart and passion behind his work, backed up by skill and experience. The people who he works with are lucky to have someone like him on their side. If you’re thinking about reaching out, don’t hesitate, you’ll be in very good hands.”
— Mr H. 2025