Financial advisers in Poole
Aerial View of Sandbanks, Poole Harbour by Thomas Faull
Our nation-wide team includes financial planners serving Poole. They are passionate about helping people, just like you, manage their money more effectively.
The large coastal and seaport town of Poole is located in Dorset. Its harbour is the second largest natural harbour in the world, after Sydney and Sandbanks is the most expensive place to live in Europe. Famous people from Poole include Hot Fuzz director Edgar Wright and author John Le Carré. Poole Pottery was founded here in 1873.
Amber River has a highly-qualified team of independent financial advisers serving Poole and the surrounding area. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.
They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.
We go beyond financial advice. This is Life Landscaping®
Our Poole Financial Advisers
Here are some of the faces and stories behind our financial advisers serving Poole.
Financial advice we offer
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
Financial advice
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Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their…
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a…
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and…
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to,…
We take a look at some of the negative behaviours that lead people to make poor financial decisions, and how…
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to…
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for…
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for…
What our clients say
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