Financial advisers in Poole

Our IFAs serving Poole can provide a range of financial advice including investments, pension advice and tax planning.

Aerial View of Sandbanks, Poole Harbour by Thomas Faull

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HomeLocations › Financial advisers in Poole

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®

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Our Poole Financial Advisers

Here are some of the faces and stories behind our financial advisers serving Poole.

Sam Tisbury Chartered Financial Planner
Sam Tisbury

Chartered Financial Planner

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Paul Wykes

Independent Financial Planner

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Mark Brookman
Mark Brookman

Chartered Financial Planner

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Harry Bailey
Harry Bailey

Chartered Financial Planner

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David Groves Financial Planner
David Groves

Financial Planner

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Catharine Bennett Financial Planner
Catharine Bennett

Financial Planner

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Andy Shears financial adviser
Andrew Shears

Financial Planner

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Neil Gore
Neil Gore

Director & Chartered Financial Planner

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Tom Glanville
Tom Glanville

Chartered Financial Planner

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Terry Key Chartered Financial Planner
Terry Key

Chartered Financial Planner

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Paul Larcombe Senior Financial Adviser
Paul Larcombe

Senior Financial Adviser

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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.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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