A specialist Company within the Equity Release and Later Life Planning Industry. We provide a professional, friendly and personal service with a wealth of experience within the financial services.

Cardinal Financial Planning & Wealth Management is family run firm providing holistic advice throughout all stages of life.

Independent Mortgage Broker. Offering Professional advice on Equity Release, Mortgage Loans and Insurance.

Ingenuity Financial Services Ltd have an outstanding reputation on the south coast and M3 corridor for serving the needs of clients. We hope you’ll become one.

Hawkeye Financial are Independent Financial Advisers who act on your behalf and not on behalf of the provider.

We offer a fee free, expert advice service, tailored to your requirements. Independent, impartial advice from the whole of the market. Our office is based in Winton, Bournemouth. We service all areas within Dorset & Hampshire. To arrange an appointment. Online, telephone or in Person. Call 01202 084064

Estate Financial Planning established in 2012, has many years' experience providing practical financial planning advice to people, families and businesses.

Would you like to learn more about equity release? I would be happy to answer any questions that you or your family have in a relaxed and pressure free chat in your own home or by telephone. My advice is whole of market and our initial conversation and guidance is without cost. Equity Release, including Lifetime Mortgages and Home Reversion Plans, will reduce the value of your estate and can affect your eligibility for means tested benefits.

Neil Barsby, Is the multi award-winning owner of Asquith Financial Services and has been active in the Financial Services and Banking sector for over thirty years. Neil is proud to have been awarded a Top adviser award from Vouchedfor for 2021, 2022, 2023 and 2024 directly as a result of customer feedback on the service he provided them. He has also been recognised, being highly commended in the Just Group Vulnerability awards in 2021 for his work with Vulnerable customers and highly commended at the answers in retirement Later life adviser of the year 2023. Neil is a credited as a Laterlife lending Professional with the London Institute of Banking and Finance. Neil is also a member of the Financial Vulnerability Task force and a Dementia Friend.

Henry Dannell offers advice on a comprehensive range of mortgages and Later Life finance.