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Dolphin Wealth Management Limited
       
 
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Dolphin Wealth Management Limited
 
 
Mission statement: 

At Dolphin Wealth Management Limited, we aim to offer a professional, personal and approachable financial service.

We construct potential solutions to suit your financial priorities. We achieve this by investing time in our clients to establish their future expectations, and keeping them informed with regular reviews and updates. It is essential to review and adapt investment portfolios to reflect any changes in a client’s circumstances or priorities.

As a highly respected Financial Adviser Practice in Dorset, Dolphin Wealth Management Limited offers sound and transparent advice in conjunction with Mortgage Advisers, Solicitors, Accountants, Will Writers and other trusted professional bodies.
Overview: 

At Dolphin Wealth Management Ltd, we specialise in giving you intelligent, concise and relevant financial advice to ensure you always get the right solution

We are a professional firm of Financial Advisers committed to providing objective and comprehensive advice to individuals, companies, charities and other trusts. We are able to provide a wide range of services to our clients including strategic investment advice, mortgages, pensions, protection and tax planning.

We have access to the whole market place and use state of the art computer technology to assist in developing the most effective financial planning solutions for our clients. The ever increasing array of choice of financial products and complexity of legislation and taxation can be overwhelming. Clients can rely on our dedication and expertise to guide them through their lives whatever their needs.
History: 

Dolphin Wealth Management was established in 2007 by Lee Roberts. Lee has worked in the industry as an adviser since 1992.


 
 
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