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.
“Toby was outstanding in being personable, professional, supportive and inspiring confidence in someone who struggles with anything financially related. He comes across as a very likeable, decent human being who genuinely cares about what he does for a living and helping clients in addition. I wouldn’t just happily recommend him, I would actively encourage anyone needing financial advice to seek him out.”
— Ms N. Sept 2024
“Toby provided a grounded, realistic and data driven analysis of my current financial position and potential future prospects. He is innovative without being cavalier, which gives me confidence my assets are not going to stagnate, nor am I exposed to unacceptable risk. Trust is a huge factor when it comes to managing my lifetime accrued assets, and I find great comfort having Toby as my adviser. I can’t thank Toby enough.”
— Mr C. May 2024
“In our lengthy and stimulating meetings with Toby it became obvious from the start that he is utterly passionate about customer satisfaction and professionalism; his goal is to support you in achieving your objectives. He gave my wife and I full confidence that he is up to date and expert in the vast array of aspects which influence our situation as a newly retired couple with a convoluted set of objectives and modest pensions and assets.”
— Mr & Mrs H. Apr 2024