Bournemouth Investments Ltd

Independent Financial Adviser 7 Laburnum Close, Ferndown, Dorset, BH22 9TX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th December 2018
Working with high net worth individuals and business owners to provide great long term financial planning solutions.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buy to let
    • Equity release
    • Long term care
Meet our advisers
Steve Chislett CFP
Chartered Wealth Manager,Certified Financial Planner
Accreditations
Certified Financial Planner
Where to find us

7 Laburnum Close, Ferndown, Dorset, BH22 9TX

Contact us
About us

Bournemouth Investments are a Wealth Management practice established in 2001 .

Our focus is to build, manage and protect our clients wealth.

Who do we work with?
• Financially focussed Individuals and their families who are coming up to retirement
• Financially focussed clients enjoying a healthy retirement who have capital to invest or need to improve their income stream from their investments.
• Referrals from existing clients
• Executives of large companies
• Business owners
• Trustees
• Solicitors and Accountants

Our services

We specialise in Investments and pensions advice with cashflow planning. Our investment process is different from many firms in the UK as our clients receive monthly email recommendations for fund changes with our Clever Adviser system. This process helps to increase returns over the medium to longer term and reduce investment volatility . We are known for our quality financial planning process leaving our clients more sure of their financial future and our mission is to have clients that are happy and confident of their future that will stay with us for their journey.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

3. Bournemouth Investments Ltd is authorised & regulated by the Financial Conduct Authority (FCA). Bournemouth Investments Ltd's (hereon referred to as ‘the firm’) FCA number is 584293. You can check this on the FCA’s register by visiting the FCA’s website (www.fca.gov.uk ) or by contacting the FCA at 25 the North Colonnade, Canary Wharf, London.E14 5HS or telephone 0845 606 1234.

Similar advisers near you

Independent Financial Adviser 0.55 mi
We stand for independent thinking rather than following the crowd.
 
Independent Financial Adviser 0.57 mi
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
 
Independent Financial Adviser 0.75 mi
We offer expertise, knowledge, integrity and a personal service at a great price.
 
Financial Adviser (Restricted Whole of Market) 1.68 mi
We offer complete client management for provide individuals and small businesses dealing in all aspects of financial and estate planning.