Bournemouth Investments Ltd

Independent Financial Adviser  7 Laburnum Close, Ferndown, BH22 9TX
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FCA authorised
Last authorised 17th January 2022
Working with high net worth individuals and business owners to provide great long term financial planning solutions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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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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Buy my next home
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Buy to let
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Equity release
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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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Unit trusts
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Lump sum
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National savings
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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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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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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
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Long term care
Meet our advisers
MR Steve Chislett CFP
Chartered Wealth Manager,Certified Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

7 Laburnum Close, Ferndown, BH23 2TG

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