Based in Christchurch, Invest Dorset aims to help both individuals and corporate clients get their taxes and finances in order. We are not financial advisers, nor are we investment or tax advisers. We are facilitators of financial solutions.
So what exactly do we do? Put simply, if you need help with your finances we can help. Whether you are looking for a better home for your money or you want to mitigate tax (past, present or future), we will introduce you to an expert in the field who can help.
Over many years we have built up many excellent relationships with a number of financial advisers, investment advisers, tax advisers, accountants and other professionals. Indeed we work closely with some of the leading financial experts in the UK.
Whilst the professional advisers we work with offer a range of solutions, in general they specialise in advising High Net Worth individuals and businesses. As well as offering many interesting investment opportunities, they are also often able to significantly reduce your tax bill, using legitimate, tried and tested solutions.
We work closely with you and the specialist advisers we introduce you to. Where appropriate we project manage the administration, completion and servicing of any advice you receive.
We organise local seminars with experts from around the country. We ensure you receive the same high level of service on an ongoing basis. Individuals who use our personal service will not normally have any extra costs and indeed due to the excellent relationships we have built up, costs can sometimes be lower than going directly. It is the professional, personal service that counts, now and in the future.
As facilitators, Invest Dorset have many clients in the media, property and film industries, eager to bring their creative works to the marketplace. Invest Dorset provide the guidance, build the relationships and negotiate the finance to bring these projects to a successful conclusion.
Let us know if we can help you or your company.
With a full and exciting 35 year history of hotel, contract management and restaurant ownership behind me, I came south to enjoy many new challenges in marine engineering with Maricuda and financial services with Invest Dorset.
Hospitality is all about relationships and how to get the best out of people and circumstances. I retain my interest in the hospitality industry by training, mentoring and consulting, when asked, and by volunteering as a Dorset mentor.
My strong belief of 'just do it' has ensured considerable success by motivating others to build relationships and follow through with their own remarkable creative endeavours and dreams. I am simply the facilitator. If I can help with your project, be it hospitality, finance or marine engineering, please ask.
Martin Spooner, Partner