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 by David Skinner in 2006. David has over 20 years experience, principally in Investment and Pension advice and management. You can find out more by clicking meet the team .

We provide Independent Financial Advice in areas including Investments, Pensions, Annuities, Mortgages and Insurance. We work in the following geographical areas: areas we serve

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. Happy clients frequently refer us to friends and family.

Because we recognise every client’s circumstances are unique, every piece of Financial Advice is bespoke and tailored to best suit the individual.

Investment & Pension portfolios can be tailored to clients’ individual investment preferences. Whether you want to invest in certain geographical areas, sectors, active funds, passive funds or Ethical Investments and Socially Responsible Investments, following certain Environmental, Social and Governance (ESG) criteria we can help.

A Chatsworth Practice FCA Registered Independent Adviser Adviser provides a personalised wealth management service. There are no restrictions to our Financial Advice. We have full access to the whole market in terms of providers 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 Independent Investment Adviser selects a portfolio of funds from different investment houses ,shown by Independent research to best of their type. As Independent wealth advisers, we ongoing monitor your investment portfolio. 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. An Independent Financial Adviser – Mortgage Specialist can help you raise the best loan for your needs. 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

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.

Independent Pension Advice

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

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

Financial Adviser Poole

The Chatsworth Practice provides Financial Advice to clients in Poole Dorset, including Broadstone, Parkstone, Penn Hill, Sandbanks, Canford Cliffs, and surrounding areas. Appointments are available at our offices or on occasion at a client’s home of business.

Financial Adviser

A Chatsworth Practice Financial Adviser provides Independent Financial Advice in Bournemouth, Poole, Swanage, Dorset, Hampshire, Berkshire, Surrey and London.

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

I/we expressly consent to be contacted without prior notice or arrangement by using the contact details I/we have provided on the form and further consent that such contact may be in relation to (a) my/our mortgage arrangements and/or (b) other products and services.

The Chatsworth Practice is a Trading name of The Chatsworth Practice Limited which is an appointed representative of 2 Plan Wealth Management Limited. It is authorized and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 494796.

The Chatsworth Practice Ltd is registered in England and Wales registered number 05974782. Registered office 5th Floor, Waverley House, 115 – 119 Holdenhurst Road, Bournemouth, Dorset, United Kingdom, BH8 8DY