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The Best Financial Advisors In Bournemouth
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Strategic Solutions Financial Services
Strategic Solutions is a firm of Chartered independent financial advisers covering the south coast from Newton Abbot and Exeter in the West to Portsmouth in the East and up to Bath and the M4 corridor, specialising, but not exclusively, in the management of investment portfolios and pensions.
We are proud to have been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII). This title is only awarded to financial planning firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.
Chartered financial planning firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client’s interests at the heart of the advice we give. The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism. Our knowledgeable independent financial advisers (IFA) cover the whole financial services market.
Our initial meeting is usually without charge, at this meeting we will provide a full written explanation of our costs. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing the benefits whilst considering the cost.
Our final financial planning proposals are well-researched and constructed on the basis of what’s suitable for our clients. And of course, we are prepared to work alongside our client’s Accountants and Solicitors. We firmly believe in the importance of working together and building relationships with our clients to help them fulfil and achieve their financial objectives.
Services
Office
Suite 2 Hamilton Court House 1-3 Alum Chine Road Bournemouth Dorset BH4 8DT
It’s very easy to simply approach your high street bank, or to search online for financial advice – but are you sure the advice is accurate or the best available? Some companies will only offer you their products or services and others will have a very limited offering.
Understanding your needs fully at the outset, and on an ongoing basis, is a critical part of ensuring both your investment, pension, mortgage or insurance requirements and that they meet your needs now and into the future. We will make sure that we understand your future goals, establish your attitude to risk, recommend a solution and make sure you stay on track over the years ahead.
We have an extensive range of products and services, for investments and pensions, this includes Protected funds, smoothed funds, money market funds, property funds, income and distribution funds, sector funds, cash funds, lifestyle funds and stakeholder-friendly managed funds.
The bottom line is that it’s all about YOU and YOUR own personal circumstances. Our job is to provide you with advice that suits YOU and then arrange this for you in a simple, efficient and straight forward way – taking the stress out of the equation.
We conduct a no obligation initial consultation and tailor our services to your specific financial requirements. We pride ourselves in ensuring our clients are never rushed, nor feel pressurised into doing something they don’t want to.
Services
Office
260-264 Charminster Rd, Bournemouth BH8 9RR, United Kingdom
Founded in 1988, Charlwood has established itself as one of the region’s most respected and astute Wealth Managers – with a well justified reputation for objectivity, integrity and professionalism. We offer a truly impartial, boutique wealth management service with your best interests at the heart of everything we do.
An ever increasing number of people are taking a closer look at the role their financial adviser performs and asking the question ‘Are they adding value or just a cost?’ Here at Charlwood IFA we specialise with assisting individuals with investable assets upwards of £250,000. It’s our knowledge, expertise and experience in managing money which qualifies us to act as Discretionary Investment Managers.
With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs – and why? We believe it’s our knowledge, expertise and experience in managing investments and pensions that sets us apart.
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Office
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE, United Kingdom
FTA Financial & Wealth Management Ltd
We are an experienced independent financial advisory firm, who specialise in advising healthcare professionals and their families on a range of advice. Our expertise can ensure that you meet your financial objectives throughout your working life and in to retirement.
You can rest assured that you will be given the care and attention to make your financial planning experience as informative and constructive as possible. FTA Wealth are an experienced independent financial advisory firm, who specialise in advising healthcare professionals and their families on a range of planning. Our expertise can ensure that you meet your financial objectives throughout your working life and in to retirement.
We pride ourselves on being ‘exit strategy specialists’, helping clients enter retirement with tax-efficiency and ensuring all capital is maximised. Our vast experience working with business owners means that we can help you reach your goals swiftly and effectively. Your exit from the working world to retirement can be smooth and secure with our assistance.
Following from ‘exit strategy’ and ‘retirement strategy’ we can assist you with ‘estate planning’. We work with large numbers of clients looking to ringfence assets for their family later in life, including direct advice and advice to a Power of Attorney. There are multitudes of effective planning methods which can vastly increase what your family inherit.
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Office
67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom
Welcome to AMA Financial Solutions. Based in Branksome, Dorset, we offer a comprehensive financial planning service for all your Mortgage, Pension and Investment needs. Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
Not only do you need to consider which mortgage is best for you, you also need to think about which interest rate options are most likely to suit your needs. Here, we explain why pension planning is so important, and describe some of the options available to you.
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Office
Unit 5 Branksome Park House Branksome Business Park Bourne Valley Road Poole BH12 1ED
At Baker Davies, we are independent financial advisers who work with our clients to protect their financial future at each stage of their life. People are at the heart of our business, and we seek to put them first and do the right thing by them in everything that we do.
We provide flexible bespoke solutions and model portfolios built around our clients’ perception of risk. We are not product driven, but seek to work with our clients to deliver an ongoing personal service, regularly monitoring and reviewing their portfolios and taking into account their changes in circumstance.
We seek to always be fair, with a transparent charging structure and clear communication so that we make complicated financial ‘things’ simple. At Baker Davies, we go the extra mile to build long-term relationships and take our clients’ financial worries away whatever situation they face.
Independent compliance consultant Richard Kerr says, “Baker Davies has very high standards and go above and beyond what many other firms do.”
Hayley Grigor marketing and brand consultant says, “I have never delivered a brand workshop to a company where every single person in the firm was so united in their common values and so absolutely determined to do the right thing for their clients. It was a joy to see.”
Baker Davies has been independently vetted by the council and achieved “Buy with Confidence” status. The advisers are very highly qualified and are members of professional bodies. It is the investment committee, not one individual, who oversees investment strategy. The business has grown based primarily on word of mouth and personal recommendation since 1999.
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Office
Unit 5 Acorn Business Park, Ling Rd, Poole BH12 4NZ, United Kingdom
The Chatsworth Practice is a family firm established in 2006. We provide Independent Financial Advice in areas including Investments, Pensions, Annuities, Mortgages and Insurance. We work in the following geographical areas: areas we serve
As a family run business, we recognise the importance of personal service. We build long standing client relationships. It is common for us to work with several generations of the same family. Happy clients frequently refer us to friends and family.
Because we recognise every client’s circumstances are unique, every piece of Financial Advice is bespoke and tailored to best suit the individual.
Investment & Pension portfolios can be tailored to clients’ individual investment preferences. Whether you want to invest in certain geographical areas, sectors, active funds, passive funds or Ethical Investments and Socially Responsible Investments, following certain Environmental, Social and Governance (ESG) criteria we can help.
A Chatsworth Practice Financial Adviser provides Independent Financial Advice. There are no restrictions to our Financial Advice. We have full access to the whole market in terms of providers and tax wrappers available.
Services
Office
23 Hinton Rd, Bournemouth BH1 2EF, United Kingdom
Rachel Howard Wealth Management
Rachel Howard Wealth Management was established when Principal, Rachel Howard accepted an invitation to join St. James’s Place Wealth Management. With our offices in Holdenhurst Village, Bournemouth, Dorset, we are able to provide advice to clients across Southern England.
At Rachel Howard Wealth Management, we desire to create and maintain long-term working relationships with our clients as you are important to us whatever the level of your needs. As you go through the journey of your life your circumstances will change, and along with that your needs. You can be assured that at all times you are important to us, and can be comforted that your business is in safe hands.
We will discuss the level of ongoing service you require, holding regular reviews to discuss your changing circumstances and talk through your business to assure it remains appropriate and continue to meet your objectives.
We will do our best to satisfy your expectations, and requirements, and changes to your financial circumstances as they occur, whilst being totally up to date with variations in Government legislation including tax changes, economic factors and investment markets.
Putting you firmly at the centre of everything we do is core to the St. James’s Place Wealth Management culture, and to us at Rachel Howard Wealth Management.
We believe that the solutions we can offer represent the high standards that you should receive. We can offer you the benefit of a single relationship to meet all of your financial needs.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Services
Office
The Old School, Bournemouth BH8 0EF, United Kingdom
Ian Futcher Financial Adviser at Quilter Financial Advisers
Like everyone, you will have your own aspirations for your future. Our purpose is to help you to achieve them through expert financial planning, from your first savings through to inheritances and retirement.
Your need for financial advice and planning lasts a lifetime, and it’s our job to be there for you. We can build an understanding of your needs and support you every step of the way. All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement.
We’ll explore and research various ways to make the best use of your existing financial provisions. We’ll then recommend how you can build on them, to give you the best chance of achieving your goals.
Nothing stands still, so it makes sense to review your plans regularly to make sure they are working the way you want them to. We suggest you do this annually but we can fit in with whatever suits you best. We’ll also be in touch if we have something that will be of interest to you.
Services
Office
24 Salisbury Rd, Poole BH14 0DP, United Kingdom
Contact: Ian Futcher Financial Adviser at Quilter Financial Advisers
Payne Spencer Harris Financial Advisers
Making the right choices with your money can be a challenging task. Whether you want to find the right mortgage, invest for the future, or protect yourself and your family from any unforeseen loss of income, we can help you navigate the options available to you and give you the support to make the right choice for you.
At Payne Spencer Harris we always put the client at the centre of everything that we do. We take pride in understanding our clients’ goals and dreams and providing the expertise and experience to help them achieve it.
Your home/property may be repossessed if you do not keep up repayments on your mortgage. The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.
Some buy to let and let to buy mortgages are not regulated by the Financial Conduct Authority. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Services
Office
James House 40 Lagland Street, Poole, United Kingdom, BH15 1QG
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BEST FINANCIAL ADVISORS for your needs