Investment Advice

Investment Adviser

A Chatsworth Practice Investment Adviser provides Investment Advice to a range of clients including many professional and retired people.  They share a need for Investment Advice to help them achieve their financial objectives.  Our Investment Adviser provides a service which recognises that every client has different objectives and financial circumstances and needs an individual financial plan.

Independent Investment Advice

A Chatsworth Practice Investment Adviser provide Independent Investment Advice.  Our Investment Adviser works on a fee basis which ensures impartiality.  Independent research reports are carried out prior to recommendation. Our Investment Adviser provide unrestricted, whole of market advice and make use of tax efficient investments.

Investment Reviews

Clients often have a range of investments in place when we meet them.  It is not uncommon for clients to have lost touch with their existing Investment Adviser through a house move or adviser retirement.  Sometimes people are not completely satisfied with their Investment Adviser and would like a second opinion.  At The Chatsworth Practice, an Investment Adviser will provide a review of your circumstances, attitude to risk, and objectives.  Investment providers and Investment portfolios are reviewed to ensure they are suitable and invested to best advantage.  Tax wrappers are reviewed to ensure investments are as tax efficient as possible.  Changes are recommended where appropriate.

Investment Advice – Tax Efficient Investments

A key factor in achieving successful Investment returns is the tax payable on investment income and gains.  At The Chatsworth Practice, an Investment Adviser will research and recommend the most tax efficient investments for your circumstances.  Consideration is given to all types of investment including Individual Savings Accounts (ISAs), Unit Trusts, Investment Trusts, Investment Bonds, Venture Capital Trusts, Enterprise Investment Schemes, and Off-Shore Investments.

Ongoing Investment Advice

Investment Advisers at The Chatsworth Practice offer an ongoing management service. Our Investment Adviser monitor your Investment portfolio to help ensure it remains suitable given the changing outlook for world financial markets.  Regular Investment Advice is provided to ensure investment portfolios are invested in the most beneficial way to meet a client’s objectives and attitude to risk, however, they change.

Investment Advice Process

We have an initial discussion with a potential new client to build an understanding of their financial circumstances and objectives to establish whether our Investment Advice would be of benefit.

Investment recommendations respect clients’ personal preferences. Some clients want to invest in certain geographical areas or industry types. Other clients want to ensure their money is invested in Ethical Investments or Socially Responsible Investments.

When our Investment Advisers are commissioned to provide Investment Advice, we produce a personalised recommendation report.  This includes assessment of objectives, attitude to risk, and tolerance for loss.  Where appropriate existing Investments are reviewed to ensure ongoing suitability.  Independent research is carried out to highlight the best plans, and tax wrappers to meet your objectives.  A personalised Investment portfolio is created taking account of client specific requirements such as economic opinions and ethical considerations.  Our Investment Advice is presented by an Investment Adviser to ensure a full understanding of why the recommendation is suitable.

Our Investment Advisers implement the recommendation by amending existing plans or creating new plans if required.  Investment Advice typically includes: Product Application, Processing Documentation, Issuing Policy Documents, Switching Funds on Existing Plans and Trust Advice if appropriate.

Investment Advice Bournemouth UK

The Chatsworth Practice Ltd provides expert Investment Advice in Bournemouth, Poole, Southbourne, Christchurch, Ringwood, Verwood, Ashley Heath, Swanage and surrounding areas.

Call an Investment Adviser on 01202 233297.

. Investment Process

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.

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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.