Bournebridge Financial Services

Independent Financial Adviser 39A London Rd, Tunbridge Wells, TN1 1AA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
5th November 2018
Locally based independent financial planning firm, offering a highly personalised service built around your needs
We can advise you on
    • Wealth management
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • 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
Meet our advisers
Jason Ricketts
Chartered Wealth Manager
Where to find us

39A London Rd, Tunbridge Wells, TN1 1AA

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

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