Investment & Tax Advisory Services Ltd

Independent Financial Adviser  12 Meyrick Park Crescent, Bournemouth, Dorset, BH3 7AQ
check
FCA authorised
Last authorised 27th September 2021
We offer expertise, knowledge, integrity and a personal service at a great price.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Long term care
Meet our advisers
MR Daniel Weldon
Director
About us

We can advise on most things, but tend to focus on individual and family protection, pensions and investments.

We can help you decide on the best retirement options including flexible drawdown and enhanced annuities, or we can help you build a targeted pension/investment fund, by ensuring your pension is low cost or invested in the right way with access to many of the industry's best performing funds.

For insurance we search the whole market to get you the policy you need at a great price.

We have access to leading research software helping you access some of the best solutions, including low cost investments or pensions, higher annuity rates, lower product providers, or a better product without significantly increased costs.

We also provide regular investment and pension reviews for those wanting a more engaged advisory service.

Our fees are very reasonable and unlikely to be beaten for the same high quality service.

Our services

We look after our clients. We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.

Our aim is to build a trusted relationship that provides you with a high quality service without a high price tag. We want you to be happy to recommend us, since that is the ultimate test of service satisfaction.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

12 Meyrick Park Crescent, Bournemouth, Dorset, BH3 7AQ

Similar advisers near you

Independent Financial Adviser 0 mi
Bespoke, expert advice at a reasonable cost
 
Restricted - whole of market 0.76 mi
We want to provide you with the best service so that you are happy to refer us to friends/family.
 
Restricted - whole of market 1.01 mi
We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.
 
Independent Financial Adviser 1.01 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.