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  11. Boler Wiseman Financial Services Ltd

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
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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
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Response rating
7.0/10
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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
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 26th October 2020

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