3 Best Financial Services in Bournemouth, UK

"St Barts Finance is a financial advisory firm that provides a wide range of financial planning advice and services. Steve Bartholomew is the CEO of this firm. He has worked in the financial services sector for more than 20 years and has spent most of these years being part of the Openwork Partnership. They will then recommend a solution that fits these needs. Their goal is to assist you in achieving your financial goals by offering you a range of products and services tailored to your needs. Their team will work with you to identify your investment, pension and insurance needs and your attitude toward risk. St Barts Finance will maintain contact with you throughout the planning process and provide ongoing support at each stage. Their financial adviser also provides an initial meeting with you and tailors their advice to your specific needs. St Barts Finance serves 1,000 of clients needs each year, offering face-to-face, video and telephone appointments all across the UK and is rapidly growing its branch network along the south coast.

"Strategic Solutions Financial Services is a multi-award-winning financial planner that is committed to developing and maintaining the knowledge and skills of its people so they can provide the highest quality advice. Kevin Forbes, Nathan Harris, Allan Cruse, Allan Cruse and Jeff Fawcett are the Partners and Chartered Financial Planners of Strategic Solutions Financial Services. The firm has independent chartered financial advisers specialising in advising on pensions, protection and investments. They have advised 4,000 clients and manage £800 million in assets. They can help you start your financial planning journey, building a tailored strategy designed to assist you in meeting your goals. They are dedicated to providing an excellent customer experience for all their clients. They have offices in Newton Abbot and Folkestone. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.

"Charlwood IFA is a truly impartial and boutique wealth management firm founded in 1988 in Bournemouth. Martyn Charlwood is the firm's managing director. Their experienced and fully qualified team has a broad base of specialist knowledge in wealth management and investments. At Charlwood IFA, they specialise in assisting individuals with investable assets of £250,000 or more. The firm uses a modern approach combined with traditional values in its financial planning. They are committed to providing individuals and businesses with all personal financial planning services. They pride themselves on adhering to high standards and principles. They offer a free no-obligation financial report tailored to your specific circumstances. Charlwood IFA has offices in Lymington and New Milton. The firm has independent financial advisers who provide personalised solutions and help clients achieve their financial goals. They have provided financial advice to clients throughout Dorset and Hampshire for over 30 years, building long-lasting relationships and helping to add significant value to their clients' financial arrangements.