Bournebridge Financial Services

Independent Financial Adviser Level 17, Dashwood House, 69 Old Broad Street, Greater London, London, EC2M 1QS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
A City based independent financial planning firm, offering a highly personalised service built around your needs
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
Jason Ricketts
Chartered Wealth Manager
Patrick Foley MSc (Hons)
Independent Financial Adviser
John Varady
Director and Independent Financial Adviser
Where to find us

Level 17, Dashwood House, 69 Old Broad Street, Greater London, London, EC2M 1QS

Contact us
About us

Bournebridge Financial Services Limited is a firm of Independent Financial Advisers based in the City of London. With an expanding team of advisers offering a depth of experience in dealing with the financial planning needs of high net worth individuals and businesses.

We focus on providing a high level of service, treating each client as an individual and taking the time to understand their needs.

We have over 40 years of experience in Financial Planning, with a depth of knowledge gained in both the IFA and Private Banking sectors.

As specialists in At Retirement Planning we have a great depth of experience in guiding clients through this critical stage of their lives, not just from the increasingly complex regulatory world but most importantly the emotions and psychology of retiring.

Our services

We advise on all areas of financial planning, with particular expertise in retirement planning, investments and complex mortgages.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Registered in England and Wales, registered No. 10505176, registered address Level 17, Dashwood House, 69 Old Broad Street, London, EC2M 1QS

Bournebridge Financial Services Limited is an Appointed Representative of JFV Financial Services Ltd. (Financial Services Register Number 433179) which is authorised and regulated by the Financial Conduct Authority.

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