Everybody can benefit from professional savings and financial investment advice.


At Dolphin Wealth Management we offer financial investment advice. Creating and maintaining the right investment strategy plays a vital role in securing your financial future.


At Dolphin Wealth Management Limited, we recognise that every individual’s savings and investment goals are unique to them.


Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.


Dolphin Wealth Management Limited will take the time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.

Areas that we cover are:


  • Individual Savings Accounts (ISAs)
  • Unit Trusts
  • Investment Trusts
  • Single Premium Bonds
  • Guaranteed Income Bonds
  • Annuities
  • Portfolio Management
  • Offshore Funds

Long term and regularly updated Financial Advice


We pride ourselves on the long term, professional relationships we have with all of our clients. With their goals and circumstances constantly evolving and changing, they like the comfort of being able to regularly consult a professional financial adviser.

We will regularly review your investments with us, making sure that it continues to complement your future financial objectives, and helping you to make sense of the many different savings and investments products available.

Talk to us today

T: 01202 69 69 33

E: [email protected]