Welcome to Horizon Wealth Management

We are a professional practice offering Independent Financial Advice, based in Broadstone, Dorset. We offer bespoke financial advice and wealth management to clients who value sophisticated financial planning advice. We have built a reputation for offering personalised, professional service to our clients. We tailor our approach to fit your unique circumstances marrying the use of modern sophisticated research with good old fashioned personal service.
 

Our aim is your satisfaction, and we take a holistic approach to all our planning, taking account of your personal needs and hopes for the future and formulating a long term relationship.
 

We would be delighted to speak to you on 01202 468285 to discuss your needs. Whether its wealth management, investments, pensions, inheritance tax planning, care planning, estate planning or life assurance, we have the resources to help you.

 

 Telephone: 01202 468285
Email: support@horizonwealth.co.uk