Independent Financial Adviser in Bournemouth



	Pensions Advisers Mortgage Advisers Ethical Advisers Long Term Care Female IFAs

Search for an IFA...
Click on the pop-up menu to search for an IFA in the postcode of choice.

BH - Bournemouth

Charlwood Independent
Financial Advisers

Lewis Innovative
Investment

Money Wise IFA Ltd

Bournemouth Investments
Ltd

Ward Goodman
Financial Services

The Wealth Care
Partnership

Heliting Financial
Services Ltd

Charlwood Independent Financial Advisers

Address: Richmond Court, Capstone Road, Bournemouth BH8 8RX
Telephone: (01202) 516516

Fax: (01202) 528528
E-mail: enquiries@charlwoodonline.com
Visit our Web Site: www.charlwoodonline.com

General information
Charlwood Independent Financial Advisers is a Bournemouth based firm formed in 1988 to provide professional service and advice in all areas of financial planning. Being independent means we can provide you with impartial advice from a continually evolving product range offered by companies across the entire insurance, investment and mortgage market.

Our specialist areas
Effective financial planning revolves around the provision of practical solutions for your current and future requirements. Our experienced team of fully qualified advisors possess in-depth knowledge of specialist areas such as:

Investments: including PEPs, ISAs, Bonds & Unit Trusts etc.
Retirement Planning: including Personal Pensions & Stakeholder, Income drawdown, Annuities etc.
Insurance: including Life, Critical Illness, Income Protection, Accident, Sickness & Unemployment etc.
Mortgages & Remortgages: including Equity Release, Offset, Flexible Buy to Let, Self Certification etc.
Medical Expenses Planning: including Long Term Care, Private Medical Insurance etc.
Savings: including monthly premium ISAs and Unit Trusts, Friendly Society plans etc.
Inheritance Tax Planning: advice upon how to minimise inheritance tax e.g. Nil Rate Band planning, Lifetime gifting, use of Annual exemptions, use of Trusts etc.
School Fees Planning: including methods where parents or grandparents can fund immediate or future fees using a variety of arrangements with the added potential to reduce inheritance tax
Business & Corporation Planning: including Stakeholder & Group Pensions, Partnership & Director Insurance, Employee Benefits etc.

What to do next
We believe there is no substitute for the provision of financial advice on a 'face to face' basis, especially when dealing with complex issues and would invite you to contact us to arrange to meet with one of our advisers. We undertake to conduct a comprehensive review of your financial affairs and the initial meeting will be free of charge and without obligation.

However, we also appreciate that meetings are not always convenient due to distance or time restraints and that a faster pace of life dictates the need to be able to access information quickly. We have designed our web site to assist you in this respect. You will find a wealth of information to guide you and in many cases you can obtain comparisons and quotes online to provide a convenient solution to your needs. Please browse the site at your leisure. If you feel you need more information or have a specific enquiry please contact us. A member of staff will be pleased to assist you.

Charlwood Independent Financial Advisers is a trading style of Charlwood IFA Ltd. Registered in England. Registered address as above. Co. Reg No. 04820268. Charlwood IFA Ltd is authorised and regulated by the Financial Services Authority.

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

Written quotations available on request

back to the top