Money Matters: Discover the Best Financial Advisers in Bournemouth

Get expert financial guidance in Bournemouth with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Bournemouth who suits your needs.

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Heritage Investments is a Chartered firm of Financial Planners and Independent Financial Advisers, established in 2010, providing a range of financial services to suit every need. Our team of experts offers investment advice, inheritance tax planning, pension advice, and long-term care planning, among other services. We pride ourselves on building long-term trusted partnerships with our clients, providing a high level of professionalism, transparency, and quality. Our goal is to deliver results to stand the test of time, protecting our clients' assets and helping them achieve their financial objectives.
The reviewers praise the company's exceptional customer service, friendly and knowledgeable staff, and expert financial advice, making it a highly recommended and trustworthy investment company.
5.0
Based on 13 reviews
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The Chatsworth Practice is a family-run business providing expert independent financial advice on pensions, investments, mortgages, and insurance. Our experienced team offers bespoke financial solutions, tailored to individual circumstances and goals. With over 20 years of experience, we have built long-standing relationships with our clients, often serving multiple generations of the same family. Our services include pension reviews, investment advice, mortgage guidance, and insurance planning, all designed to help you achieve your financial objectives.
The reviewer had a thoroughly positive experience with David, praising his expertise, personalized service, and efficiency.
5.0
Based on 1 review
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Main Financial Solutions is an independent financial advisory firm based in Bournemouth, Dorset. We provide bespoke financial planning, focusing on our clients' future goals and aspirations. Our expertise includes mortgages, pensions, protection, savings, investments, taxation, and trusts. We work hard to help our clients understand their finances and make informed decisions about their financial future. At Main Financial Solutions, our goal is to empower our clients to achieve their financial objectives, providing them with a sense of confidence and control.
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Burgess & Lee Ltd provides wealth management and financial planning services to individuals, trustees and companies at all stages of their lives. Our focus is ensuring that we understand exactly what your financial objectives are, in the short, medium and long term, and working with you to create a plan to deliver these. We provide a personalized service to help you achieve your financial goals. We work closely with our clients to understand their needs and provide tailored solutions. Our expertise covers a range of areas, including investment management, tax planning and retirement planning. Our aim is to build long-lasting relationships with our clients, providing them with ongoing support and guidance to help them achieve their financial objectives.
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Ideal Financial Solutions is a team of experienced, knowledgeable, and friendly financial advisors, here to help you achieve your financial goals. We provide impartial, knowledgeable, and unbiased advice, helping you make informed decisions to secure your financial future. Our services include investments, pensions, equity release, and mortgages.
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Poole (4.3 mi) Ferndown (6.1 mi) New Milton (10.3 mi) Blandford Forum (15.7 mi) Dorchester (24.2 mi) Southampton (24.6 mi) Salisbury (24.6 mi) Romsey (24.9 mi) Cowes (25.5 mi) Weymouth (26.0 mi)