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> Bournemouth
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60%

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4.8out of 5

Roland Jones

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Stockbroking services
We are a privately owned, award winning, company committed to helping private clients and trustees build, manage and protect their wealth throughout t... Read More
Serves clients with: Over £250k of investable assets or household income
Certified Financial Planner
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5.0out of 5

Justin King

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Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children
We help people retire. A lot of people have got an idea of when they want to quit working or running their business, but they don’t really know exac... Read More
Serves clients with: Over £500k of investable assets or household income
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4.8out of 5

David Shepherd

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% clients advised in each area  :

Investments

78%

Annuities

9%

Pensions

74%

Insurance & Protection

13%

Later life planning

9%
As a Chartered Financial Planner I have passed numerous industry qualifications in many aspects of financial planning and I adhere to strict guideline... Read More
Serves clients with: Any level of wealth
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

58%

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4.5out of 5

Karl Ward

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement
I have been providing clients with bespoke, independent financial advice for the last 24 years. I believe that I have been successful for a number of ... Read More
Serves clients with: Any level of wealth
Contributor

54%

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Howard Pearce

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
I am a Chartered Financial Planner with over 20 years experience of investments, pensions and protection matters in both the personal and corporate ar... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

54%

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4.8out of 5

David Skinner

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Annuities, Mortgages
We are a family firm of Independent Financial Advisors. Our principal objective is to to help clients achieve what they want out of life by having the... Read More
Serves clients with: Over £50k of investable assets or household income

Latest client reviews of Bournemouth IFAs

Peter has been my Financial Advisor for a number of years and I have been very pleased with all that....ly contactable either be email or phone, and the yearly review meetings we have are very beneficial    Read More
DAVID GREEN
I had money sitting in a bank account, and knew it could work better for me elsewhere, but didn't ha....ng to me in clear "English", which gave me an understanding of the choices available to me   Read More
Lesley Bradshaw

Can't find the right Bournemouth IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Bournemouth.

John WellardColin Hookey Investment Consultants Ltd
Martyn WestonMartyn Paul Weston
Nicholas RileyColin Hookey Investment Consultants Ltd
Martin PooleFarley & Thompson LLP
Jim CrottyHeadstart Financial Planning Limited
Ronald LinAbbey Life Assurance Company Limited
John OwenSouthern Financial Services Ltd
Gareth GriffithsGH Financial Solutions
Looking for a different Independent Financial Advisor (IFA) in Bournemouth? Search by name