Meet your rockwealth Poole team
Dedicated financial planners committed to helping you build financial confidence and achieve your goals.
Alison Dart DipPFS
Director | Financial Planner
Alison leads the rockwealth Poole office, bringing years of experience in financial planning to help families across Dorset achieve their goals. As a qualified financial planner, she specialises in retirement planning, pension advice, and investment management.
A nationwide team of Financial Planners
rockwealth Poole is part of the wider rockwealth group, one of the UK's leading evidence-based financial planning firms. With several offices across the country, we combine local, personal service with the expertise and resources of a national practice.
Start with clarity, scale with confidence
rockwealth helps families across Dorset build financial security - with evidence-based investing, fair fixed fees, and advice that puts your life first.