Bourne Independent Financial Advisers Ltd

Independent Financial Adviser  Fordington Avenue, Winchester, Hampshire, SO22 5AN
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
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
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
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
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Barry Richards APFS
Financial Adviser

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
About us

Bourne Independent Financial Advisers Ltd is an independent, privately owned firm of financial advisers directly regulated by the Financial Services Authority. Our advisers have an average of more than 20 years experience within the financial services industry and we advise a diverse range of private and corporate clients.

Where to find us
Head office address: Fordington Avenue, Winchester, Hampshire, SO22 5AN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0.29 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.31 mi
Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely.
 
Restricted - whole of market 0.56 mi
Delivering trusted, easy to follow financial advice to meet your financial objectives
 
Independent Financial Adviser 0.62 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.