the financial planning company

Established in 2004, The Financial Planning Company is a firm of Chartered Financial Planners providing independent financial advice from their office in Poole, Dorset. The company's mission is to build long-term, trusted relationships with clients by offering tailored advice on pensions, investments, protection, and estate planning. As an appointed representative of The Openwork Partnership, they are regulated by the Financial Conduct Authority and are committed to upholding high professional standards.