Independent financial advice for people in Wareham, the Isle of Purbeck and Dorset

Independent financial advice for people in Wareham, the Isle of Purbeck and Dorset

We’re a family run business committed to making independent financial advice more accessible.

Meet our team

How can we help you?

Pensions

If you’re confused about pensions, we’ll cut through the jargon and help you make the right choices.

Investments

Large or small, experienced or not, we’ll help you invest wisely so you can sleep soundly at night.

Mortgages

Whether you’re a first-time buyers, moving home, or need a remortgage we’re here to help.

Equity release

If you want to release equity in your home, we’ll help you navigate the equity release maze.

Here to help you make the right choices

Here to help you make the right choices

We’re a family run business, working with people from all walks of life in Wareham and Dorset. We’re led by John, our Independent Financial Adviser, who is supported by Cheryl and Sandra.

Why do people choose to
work with us?

Why do people choose to
work with us?

Get in touch

1.

We’re independent: so we’ll always find the right product for you.

2.

We’re local: so we’re here when you need us most.

3.

We’re inclusive: so we work with anyone who needs us.

Make the right choice by choosing Anglebury Financial Associates

Make the right choice by choosing Anglebury Financial Associates

We offer all our clients the same outstanding service, but why take our word for it when you can hear directly from them?

1.

“I feel that we are very fortunate in the Wareham area having the benefit of the services of John Mist. I have been one of his clients for five years now and he has always offered me sound advice about planning finances to meet lifestyle choices, financial obligations and retirement funding.”

2.

“From time to time you come across people who are extraordinarily good at what they do. John is one such person. Nothing is too much trouble; always willing to go out of his way to help, no matter what the problem. Ever cheerful in the face of pressure. He is a hugely capable and talented professional.”

3.

“I appreciate your expert advice and excellent customer service. It is always very well explained and the fact that you are always available for advice is very reassuring.”