Meet the team

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 people are professionally qualified.

David Winsall


About David

Senior Partner with 37 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 elected member of the Society of Will Writers. Holding a Fellowship with Institute of Paralegals, legal matters are easily assessed. David is a fully qualified IFA and specialises in pension solutions. David runs a selection of his own private clients. If you want financial or legal  advice then he is your man.

David Osmond

About David

Associate and retired partner had 27 years experience.  David was influential in the success of Solent Associates having worked closely in the industry with David Winsall for more than 20 years and more than 14 years with Carolyn.  David introduces pensions and investment clients to the firm. We miss David in the office since he retired.

Carolyn Winsall


About Carolyn

Highly qualified to IFA level and now a full Partner at Solent Associates with 24 years industry experience at management level is responsible for Mortgage and General insurance distribution. An organised and tenacious operator she will fully support your mortgage application and take the problems off your shoulders. Mortgage lenders are notoriously difficult to deal with and Carolyn just “sorts them out”! Carolyn has many clients in the Bournemouth and Poole areas ( some further afield) and her speciality is family home finance and mortgages. Carolyn is the happiest person we know and very family orientated.

Ian Swindley

About Ian

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 Williams

About David

David Williams of Jordan Williams Law works  with Solent Associates under our key partner scheme offering bespoke legal solutions and supporting clients in matters where only an expert solicitor can do the job. David will often be called in when situations warrant legal remedy and works alongside David Winsall in special situations. David’s expertise is in cases involving divorce, financial settlements, and probate. He can take a wider field of legal focus. David has represented several Solent Associates clients to successful and sensible resolution.

Brian Cattel

About Brian

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 & Charlie Wuffitt

About Henry & Charlie

Head of Securuty and Chief of Cuddles;  they just love everybody and are a hit with clients.  Very much in demand as “centre of attention” and “chief of mayhem”. These two clowns work in the office on a regular basis – stress busting and carrying out general dogsbody tasks.

Contact Us

Tel: 0344 499 0799   Email: