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  11. Boler Wiseman Financial Services Ltd

Boler Wiseman Financial Services Ltd

Independent Financial Adviser  8 Tollgate, Hampshire, SO51 0HE
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FCA authorised
Last authorised 18th January 2021
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Brian Chapman
Graham Wiseman
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

8 Tollgate, Stanbridge Earls, Romsey, Hampshire, SO51 0HE

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