Bournebridge Financial Services
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
-
Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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.
We advise on all areas of financial planning, with particular expertise in retirement planning, investments and complex mortgages.
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