Colin Hookey Investment Consultants Ltd

Independent Financial Adviser  Colin Hookey Investment Consultants, Dorset, Bournemouth, BH1 1JN
First meeting at adviser's own cost
We recognise that every client’s circumstances are unique, we believe that every financial plan should be unique as well.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Buy to let
check
Equity release
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Savings for children
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.2/10
check
FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Bodie Dove
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
'We wanted to ensure that if anything happened to either my husband or myself then our family needed to be protected. Bodie took a long time finding out what type of cover we needed as well as matching it to our budget. He was also able to arrange his meetings around us as he was aware that we both worked. We now have excellent, cost efficient cover in place and can rest easy if the worst were ever to happen'
Nichola Priestley, Portsmouth
About us

Colin Hookey Investment Consultants is a firm of Independent Financial Advisers originally established in 1977. We provide Independent Financial Advice and our services include:

• Investment Planning and Portfolio Management
• Pre and Post-Retirement Planning
• Inheritance Tax Planning
• Protection Planning, including Life Insurance, Critical Illness Insurance, Income Protection, Long Term Care and Private Medical Insurance for individuals and businesses.
• Mortgages including Buy to Let

Our services

Our Financial Advisers provide Independent Financial Advice. This means our Financial Advisers work completely in your best interests. All recommendations are made after conducting detailed independent research. There are no restrictions to the Financial Advice we provide. We have full access to the whole market in terms of providers recommended and we look at the whole picture to ensure we address all of your financial needs, even those which you may not have considered.

Where to find us
Head office address: Colin Hookey Investment Consultants, Wilson House, Dorset, Bournemouth, BH1 1JN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.2/10
check
FCA authorised
Last authorised 22nd February 2021

Similar advisers near you

Independent Financial Adviser 0.31 mi
Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy.
 
Independent Financial Adviser 0.47 mi
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
 
Independent Financial Adviser 0.73 mi
Chartered Financial Planner specialising in Defined Benefit/Final Salary Pensions, IHT Planning & Investment Planning & Management
 
Restricted - whole of market 0.78 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.