L A Financial

Independent Financial Adviser  Russell House, Bournemouth, Dorset, BH8 8EX
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FCA authorised
Last authorised 1st March 2021
We have been providing independent financial advice for clients since 1995 and are proud of the professional service we offer.
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 & divorce
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Stakeholder
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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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Unit trusts
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Lump sum
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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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Healthcare
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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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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 income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR John Owen AFPC
Managing Director
About us

We are a wealth management based company specialising in pensions and investments. We have a highly qualified and dedicated team offering a combination of over 30 years experience. We are specialist in portfolio management including Corporate, Pension and Personal Financial Planning, ensuring that the practice can provide comprehensive and bespoke independent financial advice across all planning fields.

Our services

Portfolio Management on an Advisory basis.
Retirement Planning.
Detailed Investment & Pension advice

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Russell House, Oxford Road, Bournemouth, Dorset, BH8 8EX

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