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One of the best things about earning money is watching it grow and making it work for your lifestyle and your future. Putting your future in your hands is an exiting prospect and our expert finance advisors can help you make real savings plans. There’s a lot of different product names and jargon out there: ISAs, bonds, unity trusts – we’ll explain what those mean in real terms. We can’t promise you’ll become a financial expert (that’s our job) but we can promise you genuine advice tailored to your needs.

Secure your future and make your money work harder for you

Want to increase your wealth further, protect your family’s lifestyle, secure your best interests and enhance your future or retirement? We can guide you through the complexities to make sure your decisions tick all the boxes for you. Whether you need instant access, risk-free investment options, tax efficient growth, a plan to produce a reliable income, or a combination of all the above our expert advisers go the extra mile to assess your personal needs and make bespoke recommendations.

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. The end result? You’ll receive a suggested plan of action from us, designed to meet your preferences and maximise the return, setting out time frames, tax implications, plus any fees or risks so that you have a clear overview and the confidence you need to make the right decision.

When we give advice it’s not a ‘one-off’. We don’t agree with the ‘sell and run’ approach. We build relationships with our clients, and that’s good because the best savings plans need nurturing over time.

Contact us today and find out how you can be saving savvy with our expert guidance. 

Notices and promotions

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    When planning your future and considering insurance options it might be worth thinking about. 

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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
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