Financial Services

Dorset's deal leaders celebrate an evening of success at the Solent Deals Awards 2024

The region’s leading deals professionals were unveiled at the Solent Deals Awards 2024 with winners and finalists in 13 categories celebrating their outstanding... READ MORE »

Bournemouth financial planners pass £200k in donations from Community Foundation

Strategic Solutions, the Bournemouth-based independent chartered financial planners, are celebrating after surpassing the £200,000 landmark in donations from its... READ MORE »

Financial planning consultant Matthew joins the ranks at Weymouth offices of Albert Goodman

The wealth management team at South West accountancy firm Albert Goodman have welcomed financial planning consultant Matthew Potter. Matthew brings 15 years’ experience... READ MORE »

Matthew’s ready to assist Poole’s Wyatt Homes on ‘next stage of its journey’ as financial director

Wyatt Homes has welcomed Matthew Bennett as its new financial director. Matthew has been a chartered accountant for more than 25 years, with plenty of financial and... READ MORE »

Angel investors & businesses across the region to gather for Tech South West’s first summit

Tech South West has announced a new summit to highlight funding opportunities for businesses in partnership with the SW of England Access to Finance Platform. The SW... READ MORE »

MSP Capital’s weightlifting challenge ‘pushes the team to new limits’ in aid of Poole hospice charity

Poole property finance specialists MSP Capital have completed their ‘weightiest’ challenge yet – lifting over 1.5 million pounds of weight in the office gym to... READ MORE »

Sarah of Summers & Company ‘incredibly proud’ to be crowned one of UK’s top 25 insurance brokers

Sarah Wrixon was met with a welcome surprise this month as she found herself among the UK’s top 25 insurance brokers for 2023. Compiled by Insurance Business UK, the... READ MORE »

Insolvency firm Verulam Advisory is pleased to have Katie Young join the team

Dorset insolvency firm Verulam Advisory has welcomed Katie Young to its team. Katie rejoins the insolvency profession with a wealth of experience spanning nearly two... READ MORE »

Money coach David hopes to help people have meaningful conversations about their finances

What’s important to you? How much money do you need to do it? For David Hole, who has recently launched his own money coaching business, these are two questions he... READ MORE »

Bournemouth, Poole and Parkstone insurance broker plans community events to celebrate name change

To celebrate its new name, Howden Insurance (formerly A-Plan) is planning a series of community events in Bournemouth, Poole and Parkstone. Starting from the 2nd October... READ MORE »