3 Best Financial Services in Bournemouth, UK

Having moved to the area from Wales we decided to look for a local independant financial advisor. We arranged an appointment to meet Jon Tuck of Charlwood IFA and were impressed with his investment pension and tax knowledge and his openness and friendliness. He undertook a full financial review and sent us a report within 2 weeks and arranged a meeting with us to discuss in detail. He explained in detail and made recommendations.So we appointed him to look after our finances. Investment and pension transfers were actioned with Jon and his colleague Andrew Kemp taking the stress away and dealing with all communications with the other companies. They updated us at all stages. They quoted a fair fee and we look forward to a long working relationship with Charlwood IFA and thoroughly recommend them. I have been a chartered accountant for 43 years and worked with many IFA'S many of whom chased for commission were not proactive and slow in responding to correspondence . Really refreshing to find an engaging proactive efficient team at Charlwood.

I recently approached Charlwood to help consolidate some pensions and investments. Dealing with Jon has been very easy, he explains things well, made clear recommendations and has managed the process on my behalf. Any subsequent queries have been dealt with by Andrew quickly and efficiently. I would recommend.

Martyn, Jon, Andrew and Emily have been charming, thorough and professional throughout - moving investments from a far less professional local firm. We feel secure now that the investment portfolio is in Charlwood’s capable hands.

Kerry has been our Financial Advisor for a number of years.Throughout this time, she has always been friendly& approachable but highly professional.I had complete confidence in her skills in money matters and in her management of our financial affairs. My trust in Kerry’s professional ability& as a person was fully vindicated and overwhelmingly so, in the past few months when I sadly, lost my dear husband. The whole process of the various transfers & the completion of forms was carried out smoothly & painlessly and always with understanding and compassion. All I needed to do is sign on the dotted line. I can not praise her highly enough.Absolutely outstanding! A few Bereavement Departments should take a leaf out of Kerry’s book of how to handle people who are grieving for the loss of their

I had a helpful and interesting Zoom meeting with Kerry at SSFS about the financial position of a relative who requires care. Her SOLLA accreditation meant that she had the background and knowledge to quickly point me in the right direction.

The advice, guidance and services that Strategic have given me over the years has been outstanding. The whole team has an ability to translate the complex financial landscape we now live in. Putting jargon into normal everyday language is a real skill and can't be undervalued. From mortgages, life insurance to pensions they have given me confidence and security in an uncertain time.