Shaftesbury
Shaftesbury Office
Covering Shaftesbury and the surrounding area in Dorset and Wiltshire, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Known for the iconic Gold Hill, Shaftesbury is on the border of North Dorset and Wiltshire.
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Richard Odell
Richard is an independent adviser working in and around the Shaftesbury and the Dorset/Wiltshire area. He provides advice on all areas of finance including:
Richard has worked in financial services since 2000 and has helped hundreds of clients to reach their financial goals. He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year.
‘I aim to build long term relationships with my clients and help them to engage with their financial planning. I want clients to fully understand their plans and I believe real value is delivered to clients though the medium of the ongoing reviews, after all life has a habit of taking us in different directions from time to time! My aim is to assist clients at every step of their financial journey and ensure positive, good client outcomes.’
Richard lives just outside of Shaftesbury with his wife and young son, his hobbies include watching sport, cycling and he has recently qualified as a private pilot.
For independent financial advice in Shaftesbury contact Richard.
GET IN TOUCH TODAY