Who am I?
My business was founded out of a passion and a love for helping others to make the most of their money and their lives - we only get one life each, and yours deserves to be the best it can be.
Ms N - Sept 2024
“Toby was outstanding in being personable, professional, supportive and inspiring confidence in someone who struggles with anything financially related. He comes across as a very likeable, decent human being who genuinely cares about what he does for a living and helping clients in addition. I wouldn’t just happily recommend him, I would actively encourage anyone needing financial advice to seek him out.”
Over 100 local families have been supported by me with their finances over the past few years, and over 105 5* reviews have been given by real clients. Would you be a good fit to be the next?
I am a family man, born in Poole, and now living in a small village betwixt Wimborne & Poole in Dorset. I am a proud father to two young (and very energetic) daughters, and happily married to my wife.
In my spare time I enjoy playing padel & tennis, preparing a mediocre summer BBQ, and making homemade gluten-free meals in the kitchen - risotto & tartiflette being my two favourite dishes.
I’ve made a vow that I’ll always be present at the key events in my family’s lives, and will do the best I can for them.
On the professional front I am a level 4 Diploma qualified independent financial adviser. I am accredited by the CII & CISI professional bodies. I won the award in Bournemouth in both 2022 & 2023 as the highest scoring candidate for the Diploma in Regulated Financial Planning.
Furthermore, I have been awarded ‘top rated’ adviser status by the independent client reviews company VouchedFor in 2023, 2024 & 2025.
In Autumn 2023, I was fortunate enough to attend the Kinder Life Planning EVOKE course, and I embed elements of this approach into my work with my clients. I aim to help you minimise any future regret when it comes to your life and your money.
My 4 Core business values
TRUST
Trust is the lynchpin of my whole business. My clients trust me with the most personal of details relating to their finances and lives.
Trust can take years to earn, but mere seconds to shatter.
Honesty, integrity, and a track record of doing the right thing with meticulous attention to every detail underpin any relationship based on trust.
ETHICS
Ethics isn’t just part of my process—it is the process.
Ethical advice means always putting my clients’ best interests first, with complete honesty, transparency, and accountability.
I don't work on commission, and I don’t push products. Every recommendation is made with care, consideration, and integrity, with your best interests at the heart.
FAMILY FIRST
Being present for the important moments in my family’s life — a school nativity or a summer sports day is non-negotiable. These are the things that truly matter to me and my family.
That belief flows into everything I do as a financial planner. Helping you and your family achieve your lifetime goals is what drives me, no matter how big or small your family may be. It’s not just about managing money — it’s about giving you the confidence and freedom to focus on what matters most.
I treat my clients as an extension of my own family. I take the time to understand your values and aspirations, and I build plans that genuinely reflect them.
And just as importantly, I recommend the same investment philosophy for my clients that I use for my own family. You get the same care, the same integrity, and the same long-term thinking.
PERSONALISED
Every single client I work with is unique and no two financial plans are ever the same. Similarities, sure, but the same - never.
Everything in your financial life plan must reflect what matters most to you, your unique circumstances and your objectives.
There can never be any judgement here either. You call the shots - but I will delicately let you know if financially your desires may not be possible.
I have some pretty powerful questions in my toolkit that might help you identify your objectives, but ultimately only you can decide what it is your want to do with your one precious life.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!