About HB Dobbin Financial Planning
The firm was originally founded in 1948 and was later acquired by the partners of Harper Broom Chartered Accountants in 1999, to become HB Dobbin Financial Planning Ltd. The firm achieved Chartered Financial Planner status in 2008.
HB Dobbin Financial Planning shares an office in central Maidenhead with Harper Broom (www.harperbroom.com), and both companies have strong links with the founding families, with four family members working in both practices, amongst a total of 30+ staff. HB Dobbin currently has two financial advisers and four members of staff in the Client Services team. The firm is directly authorised by the Financial Conduct Authority (FCA).
We can advise on all aspects of personal and company finance, including retirement, investment, protection, savings, long-term care planning, and employee benefits. HB Dobbin also provide a Wealth Management service for private individuals, corporate clients, pension funds and trustees to help you ensure your money is working for you!
We are committed to ensuring our clients are looked after with a personalised service for both long-standing and new clients. By getting to know and understand your situation and requirements, we will help to manage and optimise your finances now and in the future.