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Independent Financial Advisor in Bournemouth

Charlwood Independent Financial Advisers

Address: Richmond Court, Capstone Road, Bournemouth BH8 8RX
Telephone: (01202) 516516Fax: (01202) 528528
E-mail: enquiries@charlwoodifa.com
Visit our Web Site: www.charlwoodifa.com

General information

Charlwood IFA Ltd, Independent Financial Advisors in Bournemouth, was formed in 1988 to provide professional service and advice in all areas of financial planning. Being Independent Financial Advisers means we can provide you with impartial advice from a continually evolving product range offered by companies across the entire insurance and investment market.

We are a Bournemouth based firm covering the areas of Christchurch, Highcliffe, New Milton, Lymington, the New Forest, Poole and across Dorset and Hampshire. Whilst we predominantly operate within a 30 mile radius of our offices we conduct financial services business throughout the country.

Our specialist areas

Effective financial planning revolves around the provision of practical solutions for your current and future requirements and our specialist areas include:

Wealth management
Investments
Pension & Retirement planning
Inheritance Tax planning

In addition, we are also able to advise upon:

Personal protection such as Life and Critical Illness cover, Income Protection etc.
Private Medical Insurance
Regular Savings such as ISAs and Unit Trusts, Friendly Society plans etc.
Business & Corporate Planning such as Stakeholder pensions, Group pensions, Partnership & Director/Shareholder Protection 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 an adviser.

Please click on the link to our website where you will find additional information and the option to request an information pack or that we contact you. Alternatively, please email us or telephone us directly.

Charlwood IFA is a trading style of Charlwood IFA Ltd which is authorised and regulated by the Financial Services Authority. Charlwood IFA Ltd is Registered in England; Registered No: 04820268. Registered Address: Richmond Court, Capstone Road, Bournemouth, Dorset BH8 8RX.

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