Charlwood IFA Ltd stands out as a leading and independent financial adviser in Bournemouth, established in 1988. With extensive experience and a fully qualified team, they possess diverse specialised knowledge in investment, wealth management, pension, retirement planning, and inheritance planning. The firm aims to deliver personalised solutions and assist clients in achieving their financial goals. Committed to providing comprehensive personal financial planning services to individuals and businesses, Charlwood IFA Ltd takes pride in upholding high standards and principles. The main office in Westbourne, Poole, serves surrounding areas, including Poole, Bournemouth, Ferndown, Wimborne, West Moors, Broadstone, Langton Matravers, and Wareham.
UNIQUE FACTS:
• Online Appointment.
3 Best Financial Services in Bournemouth, UK
Expert recommended Top 3 Financial Services in Bournemouth, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
CHARLWOOD IFA LTD REVIEWS
I shopped around looking for someone to look after my investment as like most the returns haven't been anything of note over a sustained period. Whilst it's early days I've been impressed by the performance, and the communication from the knowledgeable and friendly people at Charlwood.
Charlwood IFA have helped me to set up a pension. As a person who has little experience with financial matters, I have been very pleased and impressed by the service Charlwood IFA have provided. They have guided me through the entire process offering help and clear explanations along the way. I have great confidence in using their services going forward.
We were recommended to Charlwood IFA. I have received nothing but exemplary service and guidance from everyone to manage my relatives finances and the best way to make investments in a complex market. I would highly recommend this company to anyone that requires help with investments.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Strategic Solutions Financial Services, a multi-award-winning Chartered firm of Independent Financial Advisers, operates in Bournemouth. The core of their success lies in their dedicated team. The advisers and support teams consistently uphold high standards, prioritising an excellent customer experience for all clients. With independent chartered financial advisers specialising in pensions, protection, and investments, the firm is steadfast in developing and maintaining the knowledge and skills of their people to provide the highest quality advice. Whether you're embarking on your financial planning journey or refining an existing strategy, they can assist in building a tailored approach to help you achieve your goals. The Financial Services Advisers are available in Southampton, New Milton, Bournemouth, Wareham, Newton Abbot and Poole.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STRATEGIC SOLUTIONS FINANCIAL SERVICES REVIEWS
Excellent company and Katie Brown in particular has been great to work with on my personal financial plans and pension funds in particular. I wouldn't hesitate to recommend this company, everything has exceeded my expectations in what is usually a complicated subject.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
St Barts Finance stands out as one of the premier financial advisory firms in Bournemouth and was Established in 2009. Their primary goal is to provide clients with a service that aligns with the standards they would expect for themselves. Recognizing the uniqueness of each individual's financial situation, they offer diverse strategic financial solutions tailored to meet specific needs. With a wealth of knowledge and expertise, they can guide you in achieving your goals, whether it's related to mortgages or pensions. The firm boasts a highly qualified team of financial advisers in Bournemouth and extends assistance with financial queries throughout the entire United Kingdom. St Barts Finance also provides an excellent array of insurance and investment services, ensuring that their financial advisers can help you effectively plan for your future.
UNIQUE FACTS:
• Video Conference Meeting
• Online Appointment.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ST BARTS FINANCE REVIEWS
Maria Bolger was the epitome of professional throughout the course of our transaction. She was attentive, worked quickly and ensured all implications of entering into the mortgage were understood. Would highly recommend to anyone looking obtain funding for property purchases.
I was lucky enough to choose St Bart’s Finance to help me to re-mortgage my property. I dealt with Andrea, who was very knowledgeable and thorough and kept me updated along the way. Sarah was also available for any queries I had. They have competitive rates. I would highly recommend.
I was recommended St Barts by a friend for me and my girlfriends mortgage and they were absolutely superb. Richard made what I thought would be a long and arduous process extremely simple, stress free and ultimately very successful. Everything was explained so we fully understood everything and I couldn't fault them one bit. Have already recommended St Barts to friends and I will continue to do so, and will be back in touch when we decide to move. Many thanks Richard and Roger for all your help, and we wish you all the best!
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.