Welcome to Dolphin Wealth Management.
Dolphin Wealth Management was established in 2007 by Lee Roberts.
Lee has 17 years experience within the financial services industry.
We are a professional firm of Independent Financial Advisers committed
to providing objective and comprehensive advice to individuals,
companies, charities and other trusts. We are able to provide a wide range
of services to our clients including strategic investment advice,
mortgages, pensions, protection and tax planning.
We have access to the whole market place and use state of the art
computer technology to assist in developing the most effective financial
planning solutions for our clients. The ever increasing array of choice
of financial products and complexity of legislation and taxation can be
overwhelming. Clients can rely on our dedication and expertise to guide
them through their lives whatever their needs.
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The guidance and/or advice contained in this website is subect to UK regulatory regime and is therefore restricted to consumers based in the UK.
Your home may be repossessed if you do not keep up repayments on your Mortgage.
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances but we estimate it will be £250
The Financial Services Authority does not regulate Taxation advice and some forms of Mortgages.