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St Barts Finance Bournemouth

(48)

Mortgage, Other Services, Investment

“Brad Fry is absolutely amazing! Excellent service and exceptional professionalism, very wide range of products in access, friendly and on time service! I definitely recommend to anyone! Many many thanks!”

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7 Things to Consider when Releasing Equity from Your Home. When taking equity out of your home, whether this is a lifetime mortgage or a home reversion plan, it is always best to consider your options before you take the plunge. A wise move would be to get in touch with a financial advisor so they can go over the small print and finer details, but here are a few general points to think about before making the next step.

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Charlwood IFA - Independent Financial Advisers

(50)

Wealth Management, Pensions and Retirement Planning, Inheritance Tax Planning

“We have been with Charlwood now for over 10 years and the team have always provided an excellent and friendly service. They have helped with investments for 3 generations of our family and we are extremely satisfied with the service”

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Independence Assured

(1)

Protection Planning, Client Login, Mortgage Services

“First class service, arranged our mortgage without any stress.”

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Libertas Financial Planning

(2)

“We have recently done business with Paul at Libertas Financial Planning Ltd, highly recommend. Very professional and pleasure to work with. George- Whole In one Golf”

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Headstart Financial Planning

(1)

“Friendly , professional staff . Great service”

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Dorset Mortgage Group

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Edward Chappell Financial Services

(1)

Wealth Management, Financial Planning, Retirement Planning

“Very polite and knowledgeable. Edward built an excellent portfolio for my Mum, I can't thank him enough for his hard work.”

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FTA Financial & Wealth Management

(8)

Meeting

“Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of ...”

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Breward Financial Planning

(7)

Investment
Future
Chat

“I was recommended Craig by a friend. From the start it was clear it was the right decision. Compared to other FA's I have talked with, he focused solely on my individual capitol growth, as opposed to charges and fees others FA's started with. Thro...”

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The Chatsworth Practice

(1)

“We used David at the Chatsworth Practice on a personal recommendation from a friend and he certainly did not disappoint. Having already tried another mortgage broker who had only seemed to present us with reasons he couldn't get us the mortgage we r...”

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Chris Bibb Independent Financial Advice

(1)

Pensions & Retirement Planning, Protecting Loved Ones & Lifestyle, Inheritance Tax & Estate Planning

“I have used Chris and the team for over 17 years. They always make sure that I'm fully informed of the best options available to me, have fantastic communications and are super efficient. Their friendly and understanding approach is second to none. H...”

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Holborn Assets

Investments, Employee Benefits, Insurance

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Lorica Saltus Wealth

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Light Cason Associates

Savings, Investments, Inheritance Tax

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Farley & Thompson

(2)

“Farley & Thompson is an independent private client stockbroker, with more than 80 years of successful history, that prides itself on service and flexibility. The firm makes no attempt to be all things to all people and at times, malicious individual...”

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Astute Money Management

(1)

“Being a self employed worker i was unsure on how to handle my accounts. Astute have provided me with an excellent money management service which is very nice to have as i need to put 100% of my attention into my business!”

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JLT Wealth Management

(1)

“Disabled accessible and really friendly consultants.”

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MAB Financial Consultants

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Bowden Financial Management

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Seymour Keogh

Exit Strategies, Business Disaster Recovery Plans, Employee Benefits Management

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Nick Carter

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Burgess & Lee

(2)

“We recently used the services of Jack Baker for our mortgage and I cant recommend him to anyone enough. As we were first time buyers, he was fully aware, very patient and extremely helpful in all aspects. A really nice guy and wouldn't hesitate to us...”

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G H Financial Solutions

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Mel Luter Wealth Management

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Average Cost	£3735
Minimum cost	£1246
Maximum cost	£10583
Avg Per Hour Rates	£375

Best Financial Advisors in Bournemouth

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Bournemouth area.

St Barts Finance Bournemouth

Charlwood IFA - Independent Financial Advisers

Independence Assured

Libertas Financial Planning

Headstart Financial Planning

Dorset Mortgage Group

Edward Chappell Financial Services

FTA Financial & Wealth Management

Breward Financial Planning

The Chatsworth Practice

Chris Bibb Independent Financial Advice

Holborn Assets

Lorica Saltus Wealth

Light Cason Associates

Farley & Thompson

Astute Money Management

JLT Wealth Management

MAB Financial Consultants

Bowden Financial Management

Seymour Keogh

Nick Carter

Burgess & Lee

G H Financial Solutions

Mel Luter Wealth Management

Retirement Planning and Investment Management Services in Bournemouth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bournemouth

Popular in Bournemouth