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Financial Advising Services, Financial Planners

Bourne Independent Financial Advisers Ltd - Independent Financial Adviser

Bourne Independent Financial Advisers Ltd is an independent financial adviser based in Alton, England. They specialize in providing financial advising services, financial planners, and financial services to their clients.

Introduction to Bourne Independent Financial Advisers Ltd Independent Financial Adviser

Bourne Independent Financial Advisers Ltd is a financial advising company located in Alton, England. Established with the aim of providing personalized financial planning services, the company has been in operation for several years. The company prides itself on offering expert financial advice to individuals, families, and businesses to help them achieve their financial goals. With a team of experienced financial planners, Bourne Independent Financial Advisers Ltd is unique in its approach to financial advising, providing tailored services that meet the individual needs of each client.

Services & products

Bourne Independent Financial Advisers Ltd offers a wide range of financial planning services, including investment advice, retirement planning, estate planning, and tax planning. The company also provides insurance and protection policies to help clients protect their assets and prepare for unexpected events. With a focus on personalized financial planning, the company works closely with each client to develop a customized plan that meets their unique needs and objectives.

Location

Bourne Independent Financial Advisers Ltd is located in Alton, a bustling market town in Hampshire, England. Alton is home to a variety of businesses, including independent shops, restaurants, and cafes, as well as larger chain stores. The town is also known for its historic architecture and beautiful countryside, making it a popular destination for tourists. The nearest public transportation options to the company are Alton Railway Station, which is 0.8 miles away, and the Alton bus station, which is 0.5 miles away.

Benefits

Bourne Independent Financial Advisers Ltd stands out from other financial advising companies due to its personalized approach to financial planning. The company works closely with each client to develop a customized plan that meets their unique needs and objectives, taking into account their current financial situation, future goals, and risk tolerance. The team of experienced financial planners at Bourne Independent Financial Advisers Ltd is dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Good to know

Clients of Bourne Independent Financial Advisers Ltd should be aware that the company is a registered independent financial adviser and is regulated by the Financial Conduct Authority (FCA). This means that the company is committed to upholding the highest standards of professionalism and ethical conduct in all its operations.

Reviews

Clients of Bourne Independent Financial Advisers Ltd have praised the company for its personalized approach to financial planning, with many noting the excellent service and expert advice provided by the team of financial planners. Clients have also praised the company for its transparency and honesty, with many noting that they feel confident and secure in the financial plans developed by Bourne Independent Financial Advisers Ltd.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    debt management
  • amenity
    credit counseling
  • amenity
    estate planning
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    insurance coverage

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and risk management.

How do you customize financial plans to fit individual clients?

We take the time to get to know our clients and understand their financial goals, risk tolerance, and current financial situation. Based on this information, we create personalized financial plans that are tailored to meet their specific needs.

Can you provide references or testimonials from satisfied clients?

Yes, we have a number of satisfied clients who have provided testimonials and references. We would be happy to share these with potential clients upon request.

How do you charge for your services and what are the fees?

We offer a range of fee structures including hourly fees, flat fees, and a percentage of assets under management. Our fees are transparent and we provide a full breakdown of costs before any work is done.

What is your process for monitoring and adjusting investment portfolios?

We regularly monitor our clients' investment portfolios to ensure that they remain aligned with their financial goals and risk tolerance. We make adjustments as necessary to ensure that investments continue to perform well and meet our clients' needs.