Boler Wiseman Financial Services Ltd

Independent Financial Adviser  8 Tollgate, Hampshire, SO51 0HE
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Brian Chapman

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Graham Wiseman

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

About us

Boler Wiseman Financial Services Limited was established by a firm of Chartered Accountants to ensure clients obtain independent, unbiased, holistic, professional advice.
Boler Wiseman Financial Services Limited is a friendly professional team that provides truly independent advice throughout the south of England, with a broad range of expertise across all aspects of financial matters.
Our aim is to assist you in tailoring your finances to suit your lifestyle requirements now and for the future.
Our services include: Lifestyle Financial Planning, Investment Advice, Pension Advice, Inheritance Tax Planning, Protection Advice and Mortgages.
To find out more about the services we provide or if you have any questions for our team please contact Graham Wiseman on <phone number hidden>, (out of hours <phone number hidden>).
We work on a fee and commission basis, with a no obligation consultation.
We look forward to hearing from you.

Where to find us
Head office address: 8 Tollgate, Stanbridge Earls, Romsey, Hampshire, SO51 0HE
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Independent Financial Adviser 1.36 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions. Investments and tax planning.
 
Independent Financial Adviser 1.56 mi
We give honest, impartial, affordable advice and service which you can trust to meet your needs for life.
 
Independent Financial Adviser 1.59 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 5.5 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.