Business Details
Trusted Financial Advisers in Dorset
Savvy Financial Planning, operating as part of The MoneyTree Corporation Limited, has established itself as a trusted provider of comprehensive financial advisory services. With a focus on retirement planning, estate management, and investment strategies, the company combines deep industry expertise with a client-centric approach to address complex financial challenges. Our team of qualified professionals works closely with individuals, families, and business owners to develop tailored solutions that align with long-term financial goals.Recognised for our commitment to regulatory compliance and ethical standards, we maintain authorisation from the Financial Conduct Authority while delivering personalised advice on pensions, inheritance tax planning, and long-term care solutions. Through regular portfolio reviews and adaptive financial strategies, we ensure clients maintain optimal investment performance and tax efficiency throughout different life stages.
Services
Retirement Planning
Estate Planning
Wealth Management
Pension Advice
Inheritance Tax Planning
Care Funding Solutions
Business Protection
Charity Investments
Divorce Financial Planning
Highlights and features
- We are FCA-authorised financial advisers with specialist qualifications in later life planning
- Our team holds 20+ years combined experience in retirement and estate planning
- We implement tailored investment strategies with regular performance reviews
- We provide comprehensive guidance on pension freedoms and tax-efficient withdrawals
- We maintain accreditation with the Society of Later Life Advisers (SOLLA)
Associations and certifications
- Financial Conduct Authority
What people say
Expert pension advice
Comprehensive estate planning
Personalised service
Knowledgeable team
Tax-efficient solutions
Services
Retirement Planning
Our retirement planning service helps clients create sustainable income strategies while minimising tax liabilities. We assess individual circumstances to develop tailored pension withdrawal plans that align with lifestyle goals. Our expertise in pension freedoms enables clients to make informed decisions about their retirement funds while ensuring long-term financial security.
Estate Planning
We specialise in creating effective estate plans that minimise inheritance tax while preserving wealth for future generations. Our solutions include trust arrangements and strategic gifting to optimise asset distribution. We work closely with clients to ensure their wishes are fulfilled while maintaining compliance with current tax regulations and legal requirements.
Wealth Management
Our wealth management service provides ongoing portfolio reviews to maintain optimal risk levels and diversification. We monitor investment performance against market benchmarks and adjust strategies according to changing client needs. This proactive approach ensures investments continue delivering value while adapting to evolving financial circumstances and market conditions.
Care Funding
We offer specialist advice on funding long-term care requirements while protecting remaining assets. Our solutions consider all available options including annuities, equity release, and strategic asset reallocation. We work with vulnerable clients to explain complex financial arrangements in accessible ways while ensuring appropriate safeguards remain in place.
Business Protection
Our business protection services help company directors safeguard their commercial interests through key person insurance and shareholder agreements. We develop strategies that protect business continuity during unexpected events while optimising tax efficiency. Our approach considers both personal and corporate financial objectives to create integrated protection solutions.
People
Zanne St John Marchmont
Financial Adviser
Experienced financial adviser specialising in retirement planning and estate management, with particular expertise in pension freedoms and inheritance tax mitigation strategies.
Helen
Compliance Officer
Responsible for administrative and compliance reporting since 2011, bringing banking experience and meticulous attention to detail to ensure regulatory adherence.
Deborah
Office Manager
Client liaison specialist managing first contact points, with organisational skills supporting smooth operations and client communication processes.
Wayne
Social Media Executive
Digital marketing specialist handling online presence since 2012, combining technical expertise with creative content to enhance client engagement.
Questions
What financial services do you specialise in?
We specialise in retirement planning, estate management, pension advice, investment reviews, and business protection solutions tailored to individual needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number 504571.
How do you charge for your services?
Our fees vary by service complexity - we provide transparent cost breakdowns before starting any advisory work.
Can you help with inheritance tax planning?
Yes, we specialise in creating tax-efficient estate plans using trusts and strategic asset arrangements to minimise liabilities.
Do you offer investment portfolio reviews?
We provide comprehensive investment reviews to ensure appropriate risk levels and optimise portfolio performance against market benchmarks.
How can you assist business owners?
We offer business protection strategies, succession planning, and tax-efficient remuneration packages tailored to company directors' needs.
