Business Details
Expert Financial Advisers in Dorset
Savvy Financial Planning is a dedicated financial advisory firm specialising in pensions, investments, long-term care, and inheritance tax planning. With a client-centric approach, we prioritise understanding individual financial goals to create tailored strategies that adapt to evolving life circumstances. Our team combines extensive industry experience with a commitment to regulatory compliance, ensuring clients receive authoritative guidance aligned with their aspirations. We focus on retirement planning, estate management, and wealth preservation, leveraging our expertise to navigate complex financial landscapes. Accredited by the Society of Later Life Advisers (SOLLA) and regulated by the Financial Conduct Authority (FCA), we uphold rigorous standards of professionalism.Our services extend to business owners, charities, and individuals navigating divorce-related financial challenges, offering clarity and confidence in decision-making. Through regular portfolio reviews and proactive planning, we aim to optimise financial outcomes while minimising tax liabilities. Our Dorset-based team prides itself on empathy, transparency, and a dedication to lifelong client relationships. By staying attuned to legislative changes and market dynamics, we ensure our advice remains both current and actionable. Whether planning for retirement, managing care costs, or safeguarding legacies, we empower clients to achieve financial security with peace of mind.
Services
Retirement Planning
Estate Planning
Wealth Management
Pension Advice
Care Funding Strategies
Highlights and features
- We offer over 20 years of combined experience in financial planning and pensions.
- Our team holds specialist qualifications in later-life financial advice.
- We are regulated by the Financial Conduct Authority for compliance and trust.
- We provide tailored solutions aligned with individual client circumstances.
- We maintain accreditation with the Society of Later Life Advisers (SOLLA).
Associations and certifications
- Financial Conduct Authority
- Society of Later Life Advisers (SOLLA)
What people say
Expert pension guidance
Empathetic care funding advice
Tax-efficient strategies
Personalised estate planning
Responsive team
Services
Retirement Planning
We help clients balance current financial needs with future retirement goals. Our specialists design tax-efficient strategies to build and manage pension portfolios, ensuring sustainable income streams. By assessing risk tolerance and lifestyle aspirations, we create adaptable plans that evolve with changing circumstances, providing confidence in long-term financial security.
Estate Planning
Our estate planning services focus on minimising inheritance tax liabilities while preserving wealth for beneficiaries. We guide clients through trusts, wills, and gifting strategies to protect assets. Regular reviews ensure plans remain aligned with legislative changes and personal circumstances, offering peace of mind that legacies will be distributed according to clients' wishes.
Wealth Management
We provide comprehensive wealth management through diversified investment portfolios tailored to risk profiles. Regular performance reviews and rebalancing ensure optimal returns while mitigating market volatility. Our approach integrates tax-efficient structures and long-term growth strategies, helping clients preserve and grow capital for future financial goals.
Care Funding Advice
Specialist guidance for funding long-term care needs, including asset protection strategies and benefit optimisation. We assess individual circumstances to recommend sustainable funding options, ensuring care costs are managed without compromising financial stability. Our accredited advisors provide empathetic support during emotionally challenging times.
Business Protection
Tailored risk management solutions for business owners, including key person insurance and shareholder agreements. We help safeguard company assets against unforeseen events, ensuring continuity during crises. Our advice integrates tax-efficient structures to protect both business and personal financial interests, supporting long-term organisational stability.
People
Zanne St John Marchmont
Director
With extensive experience in financial services, Zanne leads strategic planning and client relationships. Her expertise in pensions and tax-efficient investments ensures clients receive forward-thinking advice aligned with regulatory standards and personal objectives.
Helen
Compliance Officer
Helen manages administrative and compliance reporting, leveraging her banking background to maintain rigorous regulatory standards. Her meticulous attention to detail supports operational efficiency and client trust in our advisory processes.
Deborah
Office Manager
As the first point of contact, Deborah ensures seamless client communication and operational support. Her organisational skills and client-focused approach contribute to the smooth delivery of our financial advisory services.
Wayne
Social Media Executive
Wayne manages digital marketing and client engagement strategies. His innovative approach to online platforms enhances accessibility to financial advice, ensuring clients stay informed about evolving market opportunities and planning tools.
Rachel Elson
Financial Adviser
Rachel specialises in retirement and investment planning, combining technical expertise with empathetic guidance. Her client-centred approach focuses on achieving long-term financial goals through tailored, sustainable strategies.
Questions
What financial planning services do you offer?
We specialise in retirement planning, estate management, wealth preservation, care funding, and business protection tailored to individual needs.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the FCA, ensuring compliance with strict professional and ethical standards.
How do you charge for your services?
Our fees are transparent and discussed upfront, with options including hourly rates, fixed fees, or percentage-based asset management charges.
Can you help with later-life financial planning?
As accredited SOLLA members, we provide specialist advice on care funding, inheritance tax, and intergenerational wealth transfer strategies.
Do you offer investment portfolio reviews?
Yes, we conduct regular reviews to ensure portfolios remain aligned with your risk tolerance, goals, and market conditions.
How do you support business owners?
We provide tailored solutions for tax-efficient profit extraction, succession planning, and business continuity risk management strategies.
