As an established firm of Chartered Financial Planners our focus is to help our clients achieve their long term financial objectives. We do this by taking time to understand the current situation, and by delivering traditional standards of advice supported by the highest level of personal service.
We believe absolutely in the principle of independent advice and being answerable only to our clients. It is the only way that we can provide the very best solutions, whether for individuals or corporate clients.
Nearly all our clients come to us by recommendation, whether directly from our clients, or from lawyers and accountants that we work with.
The firm’s principals hold Chartered status, the highest qualification in the profession.
Although we are based near Wimborne in Dorset, our clients are spread throughout the UK, and some live overseas. We have a large cohort of London and Home Counties based clients and have access to meeting facilities in both the City and Westminster.
By far the greatest amount of work we do is regulated by the Financial Conduct Authority but not all of our services are regulated. Important matters such as the scope of the Compensation and Ombudsman schemes do not extend to non-regulated services. We will always explain which of our recommendations are covered by regulation.
When you become a client you will be able to benefit from a wide range of expertise and professional services.
We place high value in our delivery standards and as well as receiving a very high quality financial planning and investment process you will be provided with a refreshingly high level of personal service thoughout your relationship with Bottriell Adams – which we hope will be longstanding and beneficial to you.
You will also be able to access the Client-only area of our website – see more details below of what this can offer.
By registering and/or logging in to the secure client portal on our website or through the mobile app you can access the following features, among others:
Click on the appropriate link from your mobile or tablet to download and install the Bottriell Adams Client Portal, for secure access on the go.