Dale Wiseman
Wealth Planner
Based in Petersfield, Hampshire
Diploma for Financial Advisers (Dip PFS)
Dale has worked as a Financial Planner for more than 25 years. Assisting his clients wholistically, with tailored plans, to help them achieve personal financial goals for them and their families. Over the last 10 years, Dale has also provided Medical Professionals with specialist advice relating to their NHS Benefits including NHS Pension Schemes.
Outside of work, family are hugely important and we enjoy weekend travel breaks and eating out. DIY and Gardening occupy quite a bit of my recreation time.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.