Business Details
20 Years
experience
Independent Financial Advisers in Bournemouth
The Chatsworth Practice is a family-owned financial advisory firm established in 2006 by David Skinner, who brings over two decades of experience in wealth management and independent financial advice. We specialise in pensions, investments, mortgages, and insurance, offering tailored solutions to clients across the South of England. Our approach prioritises independence, expertise, and personal service, ensuring clients receive impartial recommendations through rigorous independent research. We build long-term relationships, often advising multiple generations of the same family, and focus on holistic financial planning to meet evolving client needs. Our team is committed to transparency, ethical practices, and ongoing portfolio monitoring to ensure optimal investment performance.As an FCA-authorised firm, we adhere to stringent regulatory standards, providing clients with confidence in our services. We operate from offices in Bournemouth, Broadstone, and Poole, serving clients in Dorset, Hampshire, Berkshire, Surrey, and London. Our client-centric philosophy ensures regular face-to-face meetings and a deep understanding of individual financial goals. We pride ourselves on delivering tax-efficient strategies for retirement planning, wealth management, and intergenerational financial security. Our reputation for reliability and expertise has led to consistent client referrals and enduring professional relationships.
Services
Pension Advice
Investment Advice
Mortgage Advice
Insurance Advice
Wealth Management
Pension Reviews
Pension Transfers
Retirement Planning
Tax Relief Planning
Inheritance Tax Planning
Details
- Year established: 2006
Highlights and features
- We offer 20+ years of experience in independent financial advice
- Our FCA-authorised team provides impartial, research-driven recommendations
- We deliver tailored wealth management solutions for complex financial needs
- Our client relationships often span multiple generations
- We specialise in tax-efficient retirement and inheritance planning
Associations and certifications
- Financial Conduct Authority
Services
Pension Advice
Our pension advice service provides comprehensive retirement planning solutions tailored to individual needs. We specialise in pension reviews, transfers, annuities, and drawdown strategies. Our FCA-registered advisers help clients navigate complex pension legislation, optimise tax efficiency, and ensure adequate retirement income through cashflow modelling and portfolio management.
Investment Advice
Our investment advice service offers bespoke portfolio management across various asset classes. We conduct thorough risk assessments and create tax-efficient investment strategies using independent research. Our ongoing monitoring ensures portfolios remain aligned with changing market conditions and client objectives, with regular reviews to maintain optimal performance.
Mortgage Advice
Our mortgage advice covers all types of residential and buy-to-let mortgages. We assess clients' financial situations to recommend suitable products from the whole market. Our FCA-regulated advisers help with first-time purchases, remortgaging, and debt consolidation, ensuring affordability checks and providing transparent fee disclosures.
Insurance Advice
Our insurance advice service covers life cover, critical illness protection, and income replacement policies. We conduct comprehensive needs analyses to determine appropriate coverage levels. Our advisers help clients understand policy features, exclusions, and claims processes while ensuring suitable protection for families and businesses.
Wealth Management
Our wealth management service integrates pensions, investments, and tax planning into cohesive strategies. We use cashflow modelling to assess long-term financial sustainability and specialise in intergenerational wealth transfer. Our holistic approach considers estate planning, trust structures, and inheritance tax mitigation for comprehensive wealth preservation.
People
David Skinner
Founder & Director
David Skinner established The Chatsworth Practice in 2006 after a successful career in wealth management. With over 20 years' experience, he specialises in pensions, investment strategies, and intergenerational financial planning. David maintains direct client relationships and oversees all advisory services.
Questions
What areas do you cover for financial advice?
We provide financial advice across Dorset, Hampshire, Berkshire, Surrey, and London, with offices in Bournemouth, Broadstone, and Poole.
Are you regulated by the Financial Conduct Authority?
Yes, we are an appointed representative of 2 Plan Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority (reference 494796).
What pension services do you offer?
We offer comprehensive pension services including reviews, transfers, annuities, drawdown strategies, and retirement planning with tax-efficient solutions.
How do you approach investment management?
We create bespoke investment portfolios based on individual risk profiles, using independent research to select optimal funds with ongoing monitoring and adjustments.
Can you help with mortgage advice?
Yes, our FCA-regulated mortgage advisers assist with all types of residential and buy-to-let mortgages, including first-time purchases and remortgaging.
What insurance products do you recommend?
We provide life insurance, critical illness cover, and income protection policies tailored to individual protection needs and family circumstances.
