Meet us - we are not far from Bournemouth

Solent Associates provides independent financial advice ranging from assisting in the purchase of a first home right through to planning a healthy and comfortable retirement. Life is several stages rolled into one - good professional advice can help at every step along the way.

We are based within a lovely converted barn office complex in Longham, Dorset where we have in-house financial research software linking us to all major mortgage, insurance, savings and investment and pension providers.

Our clients may visit us or we may visit them according to preference. Appointments are conveniently arranged at time and place to suit. We subscribe to the "fees free scheme" consultation. This offers a no obligation assesment of needs and demands meaning that an individual or a family can benefit from financial advice by talking to us at no cost in a pre- arranged initial consultation meeting.

All our partners, managers and consultants are professionally qualified.

David Winsall Senior Partner with 27 years industry experience runs the practice and has overall responsibility to maintain underwriting relationships with key lenders and providers, customer services and regulatory compliance in mortgages and general insurance advice. David also heads legal and conveyancing departments in conjunction with our key partners scheme and is an affilliated member of the Society of Will Writers. David is a fully qualified IFA.

David Osmond, Consulting Associate and retired partner has 24 years experience. David advises clients on protection and general insurance and legacy reviews for existing clients. David introduces pensions and investment clients to the firm.

Carolyn Winsall - Business Development Manager with 20 years industry experience at management level is responsible for Mortgage and General insurance distribution. Carolyn has many clients in the Bournemouth and Poole areas and her speciality is family home finance and mortgages.

Ian Swindley - Associate Introducer with many years IFA experience. Ian now specialises introducing personal and business protection and the servicing of existing high net worth accounts.

David Napier - Managing Director of Napier Buisness Consultants Ltd. is an Appointed Introducer and key partner. Offering bespoke commercial and business finance. David, with 28 years experience in the sector has major links with lenders and Private Banks. He is a business consultant with offices in Fareham and here with us in Longham.

Brian Cattell - A fully accreddited specialist in Equity Release. Brian can advise on the best ways for clients of retirement age to release the locked in equity from their property. Brian has many years experience in this delicate market and is extremely knowledgable.

Henry Wuffitt and Charlie Wuffitt - our latest new recruits have joined us; already a hit with clients and very much in demand as "centre of attention" and "chief of mayhem". These are raw trainees at present but will soon be working in the office on a regular basis - stress busting and carrying out general dogsbody tasks.