While every
journey is unique...
We know the right direction to guide our clients toward their wealth destination by formulating and implementing a strategic plan tailored to each individual’s needs. Our process facilitates the creation, preservation and maintenance of wealth to meet our clients’ current and long-term needs and aspirations.
We know how
to weather the storms.
We approach your financial journey with absolute attention to detail and integrated teamwork – powered by our bespoke blend of passion and professionalism.
A Unique Integrated Wealth Management Strategy
Our Services
Investment planning
Retirement planning allows you to enjoy a secure financial future and comfortable retirement.
Risk Planning
Your greatest asset in life lies within you. This is often referred to as your ‘human capital’.
Business Needs
Group benefits are a great way of showing your most important resource, your employees, that you value them.
Estate Planning
Estate planning is a key element of every great financial plan.
Short-Term Insurance
Providing advice and services for your Short-term insurance requirements, both Personal and Commercial.
Asset Management
Fisher Dugmore takes a fully independent view on placing investments, treating your capital with the utmost integrity.