Financial Adviser Wimborne-Get expect local Financial advice

We relocated to East Dorset in 2007, having had family connections to the area for generations. Like many, the draw of good weather and proximity to the sea was too strong for us to turn down. We live relatively near Wimborne and pass through it every few days. We particularly enjoy spending time visiting the historic National Trust property Kingston Lacey and the wider estate including Badbury Rings.

Much of our work as a Financial Adviser is done with clients of the Wimborne area. Wimborne Minster itself s a historic market town in East Dorset which originates in around A.D. 700 when King Ina of the West Saxons founded the bishopric of Sherborne and appointed St Aldhelm as its first bishop. Wimborne’s historic buildings, Minster and private schools, make it a popular destination for  those looking to relocate for a better quality of life.

The key thing to us in relocating to the area in 2007, common to many of our clients is the lifestyle available in the Wimborne area. We provide Independent Financial Advice to help those living in Wimborne and the surrounding areas fund the lifestyle they want. The personal service we offer is valued by our Financial advice clients in Wimborne, who benefit from working with a small family business, with people who share a similar outlook on life.

Pension Advice Wimborne-our pension adviser can help

The average age of those living in the picturesque town of Wimborne area is above the national average, reflecting the area’s popularity among those looking to retire or semi retire in the Wimborne area. The ability to work from home, with the advent of videocalling has led to a new generation of those in the 30s, 40s and 50s who have chosen to make the move down here now, rather than wait for retirement. For those people, we provide expect independent pension advice to help them plan their future retirement. Our pension specialist, helps manage a clients pensions and investments to help ensure they are able to retire or semi retire at a time of their choosing.

Many people in the Wimborne area are at or approaching retirement age. These people require Pension Advice in Wimborne to ensure they meet their objectives. As an Independent Financial Adviser, our pension adviser, provides expert independent pension advice in Wimborne. Our pension adviser is experienced in providing expert independent  advice to those at retirement age. Our pension advice includes areas such as Flexible Drawdown, annuities and Uncrystalised Fund Pension Lump Sum. We consider all options before advising upon the best pension option for you at retirement.

Investment Advice Wimborne-Personal investment adviser

A number of people in the Wimborne area have accumulated above average wealth over their lifetimes. These people need expect financial advice to help ensure their investments are professional managed. We provide a personal investment advice service which allows clients to ensure their money is invested in the areas they would like. Our Expert Adviser can build bespoke investment portfolios for clients, tailored to their attitude to risk, time horizon, views and preferences. Investment Advice in Wimborne is centred around you the individual. Our expert Investment Adviser takes time to ensure they fully understand your objectives and risk profile, before making any recommendation. As an Independent Financial Adviser, any research and recommendation is unbiased and unrestricted, giving you the piece of mind your are receiving the right Investment Advice for your needs.

Independent Financial Advice Wimborne-local financial adviser

We know Wimborne and surrounding areas very well and work with many clients in the local area. Whether you are still of working age, planning ahead, or already retired, you can benefit from Independent Financial Advice in Wimborne. At the Chatsworth Practice at Financial Advice given is tailored to your individual needs and objectives. It may involve mortgage advice, pension advice, investment advice, insurance advice. Whatever area in which you require advice, you can rest assured it will be Independent Financial Advice in Wimborne which means it is impartial and in your best interests.