Central, Bournemouth, Dorset
We an Independent Financial Consultants based on the South Coast that offers our clients a full range of services including Pension, Investment, Savings, Mortgage and Protection Advice.
Example company prides itself in providing the best service to valued customers.
Show more
1 customer review
David
Investment Advisors
Prompt initial response followed by exchange of emails to establish investment goals. Meeting then arranged to discuss proposal and another shortly afterwards to finalise matters. Quick and efficient process.
What do you love most about your job?
I enjoy working with private individuals and helping them through their financial journey.
Why should our clients choose you?
We are 100% client focused and everything that we do is based on a detailed Fact Find to enable us to better understand our clients and their needs.