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Baggette + Co Wealth Management

(50)

Understand
Calls
Knowledge

“Having had a personal recommendation from our sons, Daniel from Baggette visited us at home.The meeting was very informative and professional yet relaxed. Unfortunately we had not paid enough attention to our previous pension statements and had been ...”

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PSH Mortgages

(50)

Stress
Phone
Options

“Going through property purchase can be quite stressful with all the different options and steps in the process. Bernard has been an amazing help in guiding me through it every step of the way and making sure that I'm comfortable with my decisions. He...”

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Apex CB Financial Planning

(44)

Financial Advice
Funds
Questions

“As potential new clients who approached Apex on the basis of a recommendation from trusted friends, we have not been disappointed! We nevertheless tested Chris's advice, through consultation with a family member who is 'in the business', and found th...”

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Harbour Equity Release

(27)

Parents
Options
Informative

“I was experiencing extreme financial difficulties which were likely to result in me losing my home. I contacted Chris and explained my situation to him and other agencies he works with. I was impressed with the patience shown and support given and ho...”

FAQs

Could equity release be right for me?

Equity release plans are not right for everyone and it is important that you fully consider your options and receive independent equity release advice before making a decision. It is also important that, if you do decide to use an equity release product, you choose one that meets your needs. Remember that taking an equity release plan is generally a long-term option. However, there are flexible plans available that may fit your varying needs and some will allow you to repay in the future, an early repayment charge may apply. At Harbour Equity Release we can help you to choose the plan that is right for you.

With a lifetime mortgage, will I still own my home?

If you take a lifetime mortgage you will not have to give up ownership of your home. A lifetime mortgage is a loan secured against your property so you will always retain ownership until you either die or move into permanent long-term care, after which time your property will be sold to repay the loan plus any accrued interest.

Can you make repayments with your lifetime mortgage?

If you want to pay some money back into your property you are able to do so under most plans. Most lifetime mortgages allow for a 10% voluntary repayments without you incurring any early repayment charges. With some plans you can make monthly interest repayments, this way you can maintain the debt to the initial amount of the loan before interest. Lenders will need to check these payments are affordable to you. If you choose to make interest repayments, you still have the option to move to a roll up arrangement at a later date if you wish. There are even some lenders who can offer you the option to pay off some of the capital throughout the plan.

Does equity release affect state benefits?

Taking equity release could result in your entitlement to means tested state benefits being reduced or removed. Local authorities and the government use your income and savings to decide if you qualify for means tested state benefits. If you release equity this can then be included as income or capital when your circumstances are tested for state benefits. Non-means tested benefits are not impacted.

Is equity release regulated?

We and the providers we recommend are regulated by the Financial Conduct Authority and covered by the Financial Services Compensation Scheme, giving you protection and peace of mind.

More answers can be found on the FAQ page of our website.

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Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)

Pension

“Excellent! Ian visited me at home twice and explained all of my pension options. They included some that I didn't know were possible. He sorted everything out for me, including transferring my existing funds. Ian talked me through the various options...”

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Iceberg, Part of Paragon Banking Group PLC

(12)

Competitive
Funding
Number

“Very easy and quick professional loan for renovation works to one of our offices - funds applied for and delivered to us within 48 hours. Will definitely use Iceberg again. Ethan and Mike were very helpful throughout the process - definitely recommen...”

Featured

í ¼í¾ What valuable tip have you learned from a mentor?nnIt's Learning at Work Week and here at Paragon, many of our people have access to mentoring programmes to help them navigate challenges and develop their careers.n nLast year, we launched Ignite which provides mentoring for those in under-represented or minority groups across our business. Watch the video to hear from:nní ½í´¥ mentors Donna Corrodus and Matthew Taggní ½í´¥ mentees Limpa Paul and Patience Makuzvaní ½í² Learning and Development Manager Fal Naikní ½í± Executive Sponsor of our EDI Network Richard Rowntree,n nHow has a mentor helped you? Let us know in the comments.nn#DiversityAndInclusion #Mentoring #Ignite...

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Life Matters Financial Planning

(12)

Questions
Feel
Future

“After several years of working with a financial advisor where I felt the only real interest in was how to max the fees, I recently moved to Life Matters. The approach of Emily and the Life Matter's team is a breath of fresh air compared to my prior e...”

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Greenfields Financial Management

(22)

Savings & Investments, Tax & Estate Planning, Retirement Planning

“We have been with Greenfields for 25 years plus, therefore had long term investment strategy's with them. Over this time Greenfields have taken a flexible approach to our life circumstances/needs and made the relevant recommendations to suit our goa...”

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Acconomy Accountants

(9)

Questions
Team
Happy

“We first met Nigel in 2008 (when we set up our business) and have been a customer ever since. The service that we've received over the years has been second to none, with Nigel and David always being happy to go over and above, answering any quest...”

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Blue Sky Financial Planning

(3)

Protection & Insurances, For Medical Professionals, Tax Planning

“Excellent staff and excellent service. Would highly recommend.”

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Lewis Investment

(2)

Commercial Property, Retirement Solutions, Employee Benefits

“My wife and I have been using Lewis Investment for about 15 years for Pension Planning and Property Syndicate Investments. Their friendly, thorough, professional advice has proven invaluable. Tim Lewis and the entire team always go that extra mile an...”

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Five Financial Wealth Management

(3)

“I can't recommend Nick Jowett highly enough. He is efficient, listens to your specific needs and was always available to speak with on the phone. He gives clear and precise explanations of mortgage options and on other financial issues. My needs wer...”

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PFM Associates

(3)

“Rhiannon is the best mortgage broker that I have had the pleasure to deal with in 20+ years. Her personality is warm, patient and reassuring. Nothing was too much trouble for her. Rhiannon's service has been informative & efficient. She found excelle...”

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FTA Financial & Wealth Management

(8)

Meeting

“Adam has looked after my financial affairs since I sold my dental practice four years ago . I have always found him thoroughly professional ,independent ,quick to respond ,efficient and very likeable . Building a personal trusting relationship with ...”

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Newman Langley & Stavri Financial Consulting Limited

(8)

Family
Personal Financial
Understand

“Adam Langley , is a very switched on person. He seems to have an almost endless amount of investment & Financial planning knowledge. He is very quick to respond to my questions that I may have. This is very helpful. He has helped me more than any ...”

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Willingale Wealth Management

(15)

Mortgage
First Time Buyer

“It was so refreshing to deal with someone I could trust and who clearly promote good old fashioned quality values. At all times pro-active, keeping me up to date with all available options and allowing me to make informed decisions, which were to MY ...”

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Smith Hobbs Wealth Management Limited

(3)

“Matts' knowledge, experience and face to face service is what appealed to us. Very happy to have found him and his team. Have recommended to others.”

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Adam James Wealth Management

(1)

“Very professional service. Kept us informed at every step. Would highly recommend”

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Blue Label Wealth Management

“Blue Label Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning which is authorised and regulated by the . Blue Label Wealth Management Ltd is registered in England & Wales Ref No. 9377084. Registration office...”

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Walker Wealth Management Limited

“As a Financial Planning firm based in Poole, Dorset, we are dedicated to delivering expert financial advice to individuals and businesses in Dorset, Wiltshire, Hampshire and beyond. Our aim is to get to know you and your goals to enable us to provide...”

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Skybound Financial Planning

Inheritance Tax Mitigation, Investment Management, Support For Accountants

“Working with you, we will help you protect tomorrow. Safety and security provide the foundation upon which we operate. Wealth preservation is often as important to our clients as wealth creation.”

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Viva Retirement Solutions Equity Release

“Viva Retirement Solutions is a trading name of Viva Retirement Ltd and is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register under fir...”

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Symes Wealth Management Limited

(2)

“Fantastic team working here. Providing me with over two years of sound and practical financial advice. I have full trust in the great work that they do and coming here was certainly a brilliant idea.”

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Raymond James, Poole

“Services Limited is the UK private client wealth management arm of Raymond James Financial Inc which commenced operations in 2001. Raymond James, Poole is aSouth Coast-based branch established to focus primarily on high-net-wealth clients seeking the...”

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Average Cost	£3726
Minimum cost	£1243
Maximum cost	£10557
Avg Per Hour Rates	£374

Best Financial Advisors in Poole

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Poole area.

Baggette + Co Wealth Management

PSH Mortgages

Apex CB Financial Planning

Harbour Equity Release

Ian Futcher Financial Adviser at Quilter Financial Advisers

Iceberg, Part of Paragon Banking Group PLC

Life Matters Financial Planning

Greenfields Financial Management

Acconomy Accountants

Blue Sky Financial Planning

Lewis Investment

Five Financial Wealth Management

PFM Associates

FTA Financial & Wealth Management

Newman Langley & Stavri Financial Consulting Limited

Willingale Wealth Management

Smith Hobbs Wealth Management Limited

Adam James Wealth Management

Blue Label Wealth Management

Walker Wealth Management Limited

Skybound Financial Planning

Viva Retirement Solutions Equity Release

Symes Wealth Management Limited

Raymond James, Poole

Retirement Planning and Investment Management Services in Poole Cost Estimates

Why these companies made our list

Wealth Management Advisors near Poole

Popular in Poole