Providers of Independent Financial Advice

At Shore Financial Planning our clients feel comfortable with us, safe in the knowledge that we work hard to secure their financial future. Financial matters can be complicated and it is our job to analyse your objectives against your current position and create a plan to make sure you achieve them.

For clients wishing to build their wealth, including planning for their retirement, we regularly review finances and investments. We ensure they not only perform but always complement your objectives. When circumstances change we change your financial plans accordingly.

Your finances are the key to the life you want and Shore Financial Planning will help you unlock that life.

Plan for all seasons of life

Click on one of the life stages below and select a smaller image for information about financial planning considerations

What do you do first, start a pension or start saving; what about life insurance and what else have you not even thought about?

The above links, aimed at certain stages of life, contain information about the financial products available which can be confusing, especially if you don’t know what you are looking for. Each stage also contains information about financial matters that you may find useful.

If you need help or would like to discuss any matter further then please contact us, we’re here to offer independent financial advice, tailored to your individual needs.


Client Agreement & About Our Services


Please click on the links below to download Client Agreement and About Our Services for Shore Financial Planning Ltd.


Client Agreement (Poole)


About Our Services (Poole)