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Financial Adviser Wimborne

Wimborne Minster is 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. We provide Independent Financial Advice to help those living in Wimborne and the surrounding areas.

Pension Advice Wimborne

The average age of those living in the picturesque town of Wimborne area is above the national average. 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 pension advice in Wimborne.

Investment Advice Wimborne

A number of people in the Wimborne area have accumulated above average wealth over their lifetimes. Our Investment Adviser would be pleased to help you manage it. 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

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.

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

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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.