L A Financial

Independent Financial Adviser Russell House, Oxford Road, Bournemouth, Dorset, BH8 8EX
Response rating
7.0/10
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
John Owen AFPC
Managing Director
Where to find us

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

Make an enquiry
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

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

“LAfinancial” is a trading name of Southern Financial Services Ltd, of Russell House, Oxford Road, Bournemouth BH8 8EX, which is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 174623.

We advise on and arrange life assurance & health policies, unit trusts, investment trusts & OEICS, ISAs, pension contracts and non-investment insurance.

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