Bournemouth Investments Ltd

Independent 7 Laburnum Close, Ferndown, Dorset, BH22 9TX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Working with high net worth individuals and business owners to provide great long term financial planning solutions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Steve Chislett CFP
Chartered Wealth Manager,Certified Financial Planner
Certified Financial Planner
Where to find us

7 Laburnum Close, Ferndown, Dorset, BH22 9TX

Make an enquiry
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value