• Independent Financial Advice

  • Expert Pension & Investment Advice

  • Mortgage & Insurance Advice

  • Advice for the family from a family practice

  • Helping achieve your Goals

Independent Financial Advice

The Chatsworth Practice is a family firm established in 1984. We provide Independent Financial Advice in areas including Investments, Pensions, Annuities, Mortgages and Insurance.

As a family run business, we recognise the importance of personal service. We build long standing client relationships. It is common for us to work with several generations of the same family.

Because we recognise every client’s circumstances are unique, we believe that every financial plan should be unique as well. Every piece of Financial Advice provided is bespoke and tailored to best suit the individual.

A Chatsworth Practice Financial Adviser provides Independent Financial Advice. There are no restrictions to the Financial Advice we provide or the providers we can use. We have full access to the whole market in terms of providers recommended and tax wrappers available.

We provide expert Independent Financial Advice in the following areas:

Investment Advice

Experience has taught us that no single investment fund provider is the best in all markets. A Chatsworth Practice Financial Adviser selectS a portfolio of funds from different investment houses which are shown to be among the best of their type by our research. Our ongoing management service monitors your investment portfolio. Changes are recommended where appropriate.  Following client agreement, changes are made to ensure the portfolio remains invested to best advantage and suitable for your financial needs.

Mortgage Advice

Most people need a mortgage at some point in their lives.  A Chatsworth Practice Mortgage Adviser carefully assess your overall financial position to ensure affordability.  Independent research is carried out before Mortgage Advice is provided.  A Chatsworth Practice Mortgage Adviser works on your behalf to process your application to a satisfactory conclusion.

Insurance Advice

People often don’t realise the importance of Insurance until it is too late.  Life Insurance, Critical Illness Insurance, and Income Replacement Insurance should be considered to minimise risk to you and your family.  A Chatsworth Practice Insurance Adviser will spend time understanding your personal situation.  Independent research will be carried out before a recommendation is made.  Insurance applications will be managed to a satisfactory conclusion.

Pension Advice Service

Everyone has a pension of some sort. Pensions are a complex area. The Chatsworth Practice’s expert Pension Adviser specialise in structuring your retirement planning as a whole. Pension Advice is essential to ensure your retirement goals are met.

Ongoing Financial Advice

The Chatsworth Practice offers ongoing Financial Advice to help clients achieve their financial objectives, however, they change through life. One of the things our clients value most is having an ongoing trusted personal relationship with our directors, which in many cases lasts a lifetime. Clients often refer us to friends and family. It is not uncommon for us to be working with several generations of the same family.

Financial Adviser Bournemouth

The Chatsworth Practice Financial Adviser provides Financial Advice throughout Bournemouth, Poole, Christchurch, Southbourne, Swanage, Ringwood, Verwood, Broadstone and surrounding areas. Appointments are available at our Bournemouth Head Office or on occasion at a client’s home or business.

Financial Adviser

The Chatsworth Practice Financial Adviser provides Independent Financial Advice in Dorset, Hampshire, Berkshire and Surrey. Appointments are available at locations including Basingstoke, Fleet and Windsor or on occasion client’s homes or businesses.

No obligation Financial Review

Feel free to contact us to discuss your enquiry and if appropriate arrange an initial meeting at your home or one of several offices in the South of England.

The Chatsworth Practice Ltd
01202 233297
info@cha-p.co.uk

Head Office: 23 Hinton Road, Bournemouth, BH1 2EF


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