Bournemouth Investments Ltd
Ferndown, Dorset
Ferndown, Dorset
Bournemouth Investments offers comprehensive financial planning advice to individuals, families and business owners. We are known for excellent service and advice and for simplifying technical jargon.
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What do you love most about your job?
Every client that we engage with has a different set of circumstances and as a financial planner , you are making recommendations that are unique to each person. I enjoy the buzz of meeting and working with new clients and them becoming friends over a period of time after the trust has been established.
What inspired you to start your own business?
I have always had an entrepreunerial spirit and running one's own business gets me out of bed bright and early every morning!
Why should our clients choose you?
I now have over 20 years experience as an independent financial planner and am able to assist all clients whether individual, family or business owners. I am qualified to Chartered level and have also been a Certified Financial planner since 2006.
Financial Planning
Investment, Pensions, Estate Planning, Long Term care and equity Release planning. Protection planning for individuals and SMEs.
