About Our Practice

Independent Financial Adviser

The Chatsworth Practice is a family business providing Independent Financial Advice.

Our expert Independent Financial Adviser works with clients to ensure they have the right financial plan in place to meet objectives.

We work mainly with professional clients in the South of England, with whom we develop long standing relationships which in many cases last a lifetime.

We put clients at the centre of our working processes in three ways;

1) Independence;

We are not tied to a specific provider or restricted to a specific course of action. Independent research reports are carried out prior to any recommendation

2) Expertise;

We offer expert advice in areas which include Investments, Pensions, Annuities, Pension Drawdown, Mortgages, Insurance and trust planning.

3) Personal Service;

We can provide regular face to face meetings to ensure our clients have a source of trusted advice as their lives develop. Our clients benefit from having an ongoing relationship with one or both of our directors who understand their values, goals and aspirations.

. Meet The Team

. Our Clients

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

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.

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The Chatsworth Practice Ltd adheres to and subscribes to the Financial Ombudsman Service. For full details of their service click here or contact us for further information.

The Chatsworth Practice Ltd is an appointed representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority under number 563682.

The Chatsworth Practice Ltd is registered in England and Wales registered number 05974782. Registered office 6th Floor, Dean Park House, Dean Park Crescent, Bournemouth, BH1 1HP

Some aspects of inheritance tax planning and trust planning are not regulated by the Financial Conduct Authority (FCA).

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents.