Purposeful Wealth is an independent financial adviser and Chartered Financial Planner based at Quay House in Poole, Dorset. It provides holistic financial planning, pension and retirement advice, investment management and wealth management, including services for high-net-worth individuals and families. Additional services include residential, buy-to-let and lifetime mortgage advice, equity release, inheritance tax planning, estate preservation and intergenerational wealth transfer planning.

Established in 1999, the firm serves individuals, families, professionals, businesses and homeowners across Poole, Sandbanks, Bournemouth, Christchurch, Wimborne Minster, wider Dorset and Hampshire, with telephone and video consultations also available for clients beyond Poole.

Purposeful Wealth is regulated by the Financial Conduct Authority and holds Chartered Financial Planners status from the Chartered Institute for Securities & Investment, which it achieved in 2005.

Served areas

Poole
Bournemouth
Dorset

Business details

Year established: 1999

Highlights and features

Independent, whole-of-market financial advice tailored to your goals
Comprehensive planning covering wealth, lifestyle, pensions and retirement
Bespoke investment portfolios focused on sustainable long-term returns
Strategic wealth management for high-net-worth individuals and families
Independent mortgage advice for residential and property needs
Tax and estate planning to protect your financial legacy

Payment methods

Cash
Debit cards
Credit cards

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Holistic Financial Planning

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We provide comprehensive financial advice tailored to your individual goals, taking a holistic approach to your wealth and lifestyle. Our planning considers every aspect of your financial circumstances, helping ensure your wider priorities are taken into account. We deliver a thorough service designed around your objectives and the different elements of your wealth.

Pensions & Retirement

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We provide expert pension planning and retirement strategies designed to support the lifestyle you deserve. Whether you are approaching retirement or already enjoying it, our service is focused on helping you plan effectively for this important stage of life. We offer professional guidance to help you make informed decisions about your pension and retirement.

Investment Management

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We provide bespoke investment portfolios tailored to grow and protect your wealth. Our approach places emphasis on achieving sustainable returns over the long term. Each portfolio is designed with both growth and protection in mind, supporting the careful management of your wealth while maintaining a clear focus on sustainable, long-term investment outcomes.

Wealth Management

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We provide strategic wealth management for high-net-worth individuals and families, with a clear focus on preserving and enhancing your financial legacy. Our approach is designed to support the effective management of your wealth while protecting its long-term value. We work with you to ensure your financial legacy remains carefully managed and strengthened.

Mortgages & Property

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We provide independent mortgage advice covering residential, buy-to-let and lifetime mortgages. Our service is designed to help you navigate the Poole and Dorset property market with greater clarity and confidence. We offer advice across these mortgage options, supporting you as you consider the property market and the mortgage solution most appropriate to your circumstances.

Tax & Estate Planning

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We provide comprehensive tax and estate planning focused on preserving estates and protecting what matters most. Our approach includes considered inheritance tax planning, helping to safeguard wealth for the future. We also develop intergenerational wealth transfer strategies, supporting the effective preservation and transfer of assets between generations in line with your objectives.

John Skipton

Chartered Financial Planner

With over 30 years of experience, John leads our Poole advisory team, specialising in retirement planning and wealth management for high-net-worth clients.

Sarah Mitchell

Independent Financial Adviser

Sarah provides holistic financial planning advice to professionals and families across Poole, Sandbanks and Bournemouth, with expertise in pension planning.

David Chen

Mortgage & Protection Adviser

David specialises in independent mortgage advice including lifetime mortgages and equity release for Poole and Dorset homeowners.

Thomas Wilson

Aug 06, 2026

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Happy with what we have been advised

R. Brady

Jun 02, 2026

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I was introduced to Purposeful Wealth by a family member about 12 years ago for pension planning advice. I have been very pleased with the advice given for my pensions and wealth management. I highly recommend them.

Mrs. Drysdale

May 15, 2026

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Purposeful Wealth have been our independent financial advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed.

Mr. Laney

Apr 06, 2026

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John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.

Mr. & Mrs. Harrington

Mar 17, 2026

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As Poole residents, finding a local financial adviser we could trust was essential. Purposeful Wealth provided clear, independent advice that gave us complete confidence in our retirement plans.