Independent financial advice in the New Forest

We’re a family-run financial planning firm based on the edge of the New Forest, founded by IFA and retirement expert, Justin King.

We have been giving independent financial advice in the New Forest for over 10 years. Justin has over 25 years’ experience and a real enthusiasm for helping people, which has enabled more than 100 couples to retire successfully – and he can do the same for you.

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New Forest office

Covering Christchurch, the New Forest and the surrounding area in Dorset and Hampshire, Chartered Financial Planner Justin King provides advice on pensions, investments, funding care and retirement planning to local people approaching or enjoying their retirement.

You’ve worked hard, enjoyed financial success, and now the time is approaching to really reap your rewards. But you’ve got nagging questions at the back of your mind about pensions, investments and taking care of your spouse and your family. It’s time to speak with an IFA.

Our office is just a five-minute walk from the beautiful Mudeford Quay and Avon Beach, with Bournemouth a few miles to the west and Brockenhurst and the New Forest to the east.

Your local adviser

Chartered Financial Planner, Justin King – not your average financial adviser

Retirement expert, podcast host, author, experienced sailor, ex-pilot, Ironman competitor and Registered Life Planner^®.

Justin King is many things, but probably the best word to describe him is curious. It’s this curiosity that drives his endless thirst for knowledge, his quest for self-improvement and a genuine desire to help people by understanding what makes them tick.

More qualified than most

Not content with the usual standard of training for his profession, Justin has become one of the most qualified independent financial advisers in the country. When he decided to focus on retirement planning, it was belt and braces or nothing at all. He has (voluntarily) been grilled on things like the minutiae of trusts and wills, and the intricacies of the UK care system. Always learning and researching, he strives to be the kind of retirement planner he’d choose for himself.