Investment Advice in Poole
Expert investment and ISA advice in Poole and surrounding Dorset areas. Completely independent - I search the entire market to find the right solutions for you.
Investment Solutions
Investment Solutions in Poole
Comprehensive advice for individuals and families in Poole and the wider Dorset area.
Local Expertise
Financial advice
in Poole
Poole’s harbourside and suburban markets mean enquiries range from first purchases and family upsizing to buy-to-let and later-life wealth planning across Dorset.
Investment questions frequently focus on ISAs, using allowances tax-efficiently, and building diversified portfolios for professionals and business owners in the area.
I also support people in nearby areas such as Bournemouth, Dorchester, Weymouth and Bridport, all on the same phone- and video-first basis.
Working with a local adviser in Poole also means continuity, the same person through mortgage moves, protection reviews, pension changes, and investment decisions.
Serving Dorset
Based in Yeovil, I work with clients across Dorset, mostly by phone and online, including Poole and surrounding areas.
5★ average from 73+ public Google reviews, read verified feedback.
100%
Independent
100+
Lenders
10+
Years Experience
My Approach
Clear advice,
no complexity
Hi, I'm Michael Hawkins. I've been helping individuals and families across Poole and the wider Dorset area with their financial planning for years. As a completely independent FCA regulated financial Adviser, I offer whole of market access.
Why independence matters: Unlike restricted Advisers who can only recommend from a limited panel, I can search the entire UK market for the best product at the most competitive price.
I got tired of the old way of doing business, so I put years of experience into a system that makes life easier for both of us. Your client hub brings onboarding, factfinding, documents, messages, reminders, and reviews together in one place, while a practice engine behind the scenes keeps everything moving and cuts duplication and repetitive typing. Once you have tried it, going back to scattered emails and paper chasing rarely feels worth it. Pensions and investments follow the same hub model as mortgages and protection.
Learn more about my approach
Michael & Kiki
Poole, Dorset
Investment Solutions
What I can help with
Investment portfolio planning
ISA recommendations
Pension investment advice
Tax-efficient investment strategies
Risk assessment & planning
Regular portfolio reviews
The Process
How it works
Initial investment review & fact-find
Investment goals assessment
Risk tolerance evaluation
Portfolio construction
Implementation & setup
Ongoing monitoring
Why Choose Me
Independent advantage
Personalised portfolios
Investment strategies tailored to your risk tolerance and financial goals
Tax efficiency
Maximise returns through tax-efficient investment structures
Whole market access
Access to all investment platforms and fund managers
Professional management
Expert oversight and regular portfolio rebalancing
Also Available in Poole
Other services
Serving Nearby Areas
Other Dorset locations
Quick answers
Investments in Poole
How do appointments work if I'm in Poole?
By phone and video, we normally start with a free 30-minute call. Your client hub keeps the journey clear from wherever you're based in Poole or the wider Dorset area, without logistics getting in the way.
Is Poole inside your usual advice area?
Yes. I work across Somerset, Dorset, and Devon, with Poole as one of the areas I support regularly. I also support people in nearby areas such as Bournemouth, Dorchester, Weymouth and Bridport, all on the same phone- and video-first basis.
What is the client hub and practice engine?
I got tired of the old way of doing business, so I put years of experience into a system that makes life easier for both of us. Your client hub brings onboarding, factfinding, documents, messages, reminders, and reviews together in one place, while a practice engine behind the scenes keeps everything moving and cuts duplication and repetitive typing. Once you have tried it, going back to scattered emails and paper chasing rarely feels worth it. Pensions and investments follow the same hub model as mortgages and protection.
Testimonials
What my clients say
Below is a sample of feedback. There are also 73+ verified 5-star reviews on Google from clients across the South West.
"Absolute top notch service. Michael Hawkins was superb - swift replies to emails or phone calls, extremely helpful and knowledgeable. Would highly recommend his services."
Daniel Lonsdale-Ellis
"His advice was invaluable. Above all he was compassionate and understanding throughout the process, patient and supportive with those with little experience."
Dave Sinclair
"Could not have been more helpful and so obviously knows the market. A brilliant service, thanks Michael."
Ian Floyed
"On time, spoke with a good knowledge of the market. Very good. And it was a good experience."
Alan Southwood
Ready to start?
Ready to get started?
Get in touch to book an investment review, or message me with any questions.