Main Financial Solutions

Who we are

Main Financial Solutions is a trusted independent financial planning practice based in Bournemouth, Dorset. We take a holistic approach to financial planning, working with individuals to create bespoke plans that align with their unique goals and aspirations. Our experienced and dedicated team will guide you through the complexities of your financial situation, offering clear and personalized advice every step of the way.

Our values

Our core values underpin our commitment to providing exceptional client service and achieving outstanding outcomes. We believe in:

• Integrity: We act with honesty and transparency, placing your best interests first.
• Individuality: We take the time to understand your unique needs and aspirations.
• Sustainability: We consider both the short-term and long-term implications of your financial decisions.
• Collaboration: We work alongside you as partners, empowering you to take control of your financial future.

Our services

We offer a comprehensive range of services to meet your individual needs, including:

Wealth Planning

• Comprehensive financial review and goal setting
• Investment planning
• Retirement planning
• Tax planning and mitigation
• Inheritance planning

Protection Planning

• Risk assessment and mitigation strategies
• Life insurance review and selection
• Critical illness cover review and selection
• Income protection planning

Savings & Investment Planning

• Debt management and consolidation
• Savings analysis and optimization
• Investment portfolio review and selection
• Regular portfolio monitoring and review

Financial Education & Empowerment

• Financial planning workshops and seminars
• Personalized consultations and guidance
• Access to online financial planning tools

Our approach

We believe in building strong relationships with our clients. We take the time to understand your individual circumstances, goals, and risk tolerance. We work collaboratively with you to develop a tailored financial plan that aligns with your needs and aspirations. We provide clear and concise explanations, ensuring you fully understand your options and feel empowered to make informed decisions.

Our independence

As an independent practice, we are not beholden to any particular institution or product provider. This allows us to provide unbiased and objective advice tailored to your unique needs. We adhere to the highest ethical standards and regulatory requirements, always putting your best interests first.