Bournemouth Investments Ltd

Bournemouth Investments Ltd

Bournemouth Investments Ltd locationFerndown, 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.

Bournemouth Investments Ltd Reviews

Bark Reviews

No reviews yet.

Bournemouth Investments Ltd

Click to rate:

Bournemouth Investments Ltd Q&A

Company Q&A

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.

Services provided by Bournemouth Investments Ltd


Financial Planning

Investment, Pensions, Estate Planning, Long Term care and equity Release planning. Protection planning for individuals and SMEs.

Find companies like this!

Whatever your requirement, Bark will help you find local companies like Bournemouth Investments Ltd.
Just post your project to Bark and we'll find the most suitable companies for you.

Bournemouth Investments Ltd provides the following services:

Are you sure that you want to leave?