About Us

Choosing a financial adviser is one of the most important decisions you will make. Research shows that people who use a financial adviser achieve greater levels of financial security and accumulated wealth by the time they retire.

Why Choose Dolphin Associates?

Choosing a financial adviser is one of the most important decisions you will make. Research shows that people who use a financial adviser achieve greater levels of financial security and accumulated wealth by the time they retire.

Dolphin Associates offers a simple and proactive wealth management service, to individuals, families and companies.

Our processes and procedures follow the guidelines laid down by our business support network, Quilter Financial Planning Limited. We are happy to work within this regulated environment which allows us to prioritise the interests of our clients and offers them security and reassurance that they are dealing with a trustworthy and bona fide organisation.

The products we recommend are from a panel of providers selected by Quilter Financial Planning Limited, one of the largest network of financial advisers in the country. This means you can be assured that Dolphin Associates is operating in a safe, secure and financially stable environment.

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Principal

Sam Dolphin, BA (Hons), DipPFS

Principal

Sam has been helping clients plan for their financial future for over 20 years. He holds the prestigious Diploma in Financial Planning, which highlights technical knowledge and commitment to continuing professional development.

His other advanced qualifications include certificates in:

  • Taxation & Trusts
  • Pension Funding and Income
  • Investment Planning
  • Mortgage Advice
  • Long term Care Insurance
  • Equity Release
  • Protection, savings and investment
  • Financial Services and their regulation

Sam believes in building long-term relationships by providing face-to-face advice and continuing support. Working with his clients and listening to their aspirations and goals, he helps them to select financial products that most closely meet their needs and then consults with them regularly to review their circumstances and amend their portfolio where appropriate.

His success has come from the quality of the bespoke service he is able to provide, and this has led to his clients coming almost exclusively from professional and personal recommendations.