Bournebridge Financial Services

Independent Financial Adviser  39A London Rd, Tunbridge Wells, TN1 1AA
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FCA authorised
Last authorised 20th September 2021
Locally based independent financial planning firm, offering a highly personalised service built around your needs
We can advise you on
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Annuity purchase
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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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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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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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate 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
Meet our advisers
MR Jason Ricketts Chartered Wealth Manager
Chartered Wealth Manager
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.

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

39A London Rd, Tunbridge Wells, TN1 1AA

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