We offer a whole of market approach for your medium and long-term savings goals. If you want to save for more than five years, then investing may be the right plan for you.

Whether you are saving for new premises, expanding your business, or just for a lump sum for when you are older. This may be the best option for you.

After initially discussing your goals and needs we will look at your current arrangements, assess these, and then make recommendations to you. We will then provide you with a  bespoke personal plan tailored to your needs. Diversification of assets in your portfolio is an important factor to manage the risk in volatile markets, and help provide you with a more consistent return. We will help you every step of the way now and for the future.

The value of your investments and income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.


If you would like further information please contact us, or click here to book your free initial consultation.

© Dolphin Financial Limited | Registered in England & Wales. Company no. 10713348 | Authorised and Regulated by the Financial Conduct Authority | Website By The Indie Design Co.

Business Update

Due to the ongoing Coronavirus (COVID 19) issue, we are currently working remotely or carrying out administration only within the office.

We are still carrying out business as usual and are contactable during the normal business hours of 9am-5pm.

All existing and future client appointments will be conducted either by Skype, over the phone or by email.

We ask for any letters/paperwork to be dropped into the letter box as the post will still be picked up daily by a member of the team.

If you have any questions or inquiries we are contactable by phone on 01928761001 or by email at

We apologise for any inconveniences.


Kind regards,

The Dolphin Financial Team

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