We provide expert financial advice in Bournemouth and surrounding areas. As a Financial Adviser we specialise in providing advice in Investments, Pensions & Mortgages.
We provide advice to clients in the following areas:
BH1-Bournemouth, Springbourne, East Cliff, Boscombe
BH2-Bournemouth & West Cliff
BH3-Talbot Woods & Winton
BH4- Westbourne & Talbot Woods
BH5-Boscombe & Pokesdown
BH6-Southbourne, Tuckton & Wick
BH7-Littledown & Iford
BH8-Malmesbury Park, Queens Park, Strouden Park, Townsend, Holdenhurst, Throop
BH9-Winton, Moordown, Throop & Muscliff
BH10-Kinson, East Howe, Northbourne, Redhill, Ensbury Park, Wallisdown
BH11-Kinson, Bear Cross, West Howe, Wallisdown
Bournemouth is one of the most popular holiday destinations in the UK. Its warm climate and long sandy beaches make it popular for all ages. Traditionally, Bournemouth has been thought of as a place for retirement. A large number of people do retire to the area, from other parts of the UK and the rest of the world. However, Bournemouth train station is only around two hours from Waterloo station on a main train line. Such good transport links mean many people commute from Bournemouth to London, Reading, Slough, Basingstoke and Southampton.
Headquarters of JP and, Liverpool Victoria and vitality are centred in Bournemouth which are among the biggest employers in the area. The large number of holidaymakers brings with it and need for a large number of hotels and associated workers.
Overall, the population in Bournemouth is diverse.
We frequently work with clients who have moved to the area fairly recently. It is common for them to have lost touch with the previous adviser and be looking for someone they can trust in the local area to manage their financial affairs. We are pleased to review existing arrangements to ensure they remain suitable for a client’s needs. Where appropriate we make recommendations for new investments, pensions, insurance contracts and mortgages,