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Many people get a lump sum at some point in life – perhaps you’ve inherited some money or sold your home. So how can you put it to good use?

If you’re new to investing, we'll help you with sound investment decision-making, explain all the options simply and give you genuine advice so you can see your investment grow.

Giving you a solid investment plan

In our first meeting we'll sit down, identify your needs and goals, and then put together a solid investment plan that has a variety of different options.We'll take into account your timeframe, financial situation, risk appetite and tax position with an aim to maximise the return.

Totally independent advice tailored to your needs  

We offer un-biased and totally independent advice and unlike other advisors we don’t have products to sell or sales targets to meet. We use your goals as our goals we’ll assess hundreds of products and plans, and we’ll ascertain which options are right for you. 

Contact us today to see how we can make your money grow.

Notices and promotions

  • Investments
  • Have you thought about making a Will?

    Our advice is aimed at presenting you with a creative solution that takes your situation in to account.

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  • Marie Woodward

    Marie Woodward - Independent Financial Advisor

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Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority
Authorised and Regulated by the Solicitors Regulation Authority No. 00076553
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