Financial Advisor Swanage

Financial Adviser Swanage

We provide Financial Advice to clients living in Swanage and the surrounding areas.

BH19-Financial Advice in Swanage, Studland, Corfe, Wareham & Langton Matravers

Financial Advice Swanage

Swanage is a historic coastal town of a unique character. Originally a small fishing village, from the 12th century demand for local Purbeck stone grew particularly for use in building large churches and cathedrals. Swanage was transformed by the investment of John Mowlam and influential businessman George Burt. As the 19th-century came to an end, Swanage revelled in its reputation as a seaside resort, with grand hotels. Swanage has a very different character to the nearby Poole and Bournemouth whilst retaining close access to the local amenities. Swanage’s unique ambience has led to it being a popular retirement location as well as a location for those commuting to Bournemouth, Poole, Dorchester and beyond. Many of those moving to the area, would like a local to Swanage financial adviser to manage their affairs. The Chatsworth practice provides a friendly local to Swanage Independent financial adviser to meet their needs

Pension Advice Swanage

Many people moved to Swanage with the objective of a happy retirement. Getting the right pension advice in Swanage is vitally important to realising this goal. Many people want an independent financial adviser working for their best interests. Our expert, local to Swanage pension adviser, provides independent financial advice in this area.

Investment Advice Swanage

Many people in Swanage are reliant on income from investments to supplement their pension income. Other people are looking for growth from their investments. Whatever your personal objectives, our investment adviser Swanage will help you achieve them. Our role as an Independent Financial Adviser is to provide financial advice on the suitability of existing investments. We carry out independent research to establish the best options available for your needs, before providing investment advice in Swanage to confirm the best route forward

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.

0 + 2 = ?

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.

0 + 2 = ?

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.