Charlwood IFA - Independent Financial Advisers
Charlwood IFA is an independent financial advisory firm based in Bournemouth, England. They offer a range of financial services and advice to their clients, including financial planning, investment management, and retirement planning. Their team of experienced financial consultants work closely with clients to understand their unique needs and goals, and provide tailored solutions to help them achieve financial success. Charlwood IFA is committed to providing exceptional service and expertise to their clients, and helping them navigate the complex world of finance with confidence.
Introduction to Charlwood IFA Independent Financial Advisers
Charlwood IFA Independent Financial Advisers is a financial consulting company located in Bournemouth, England. Established in 1983, the company has a rich history of providing top-notch financial services to individuals and businesses. Charlwood IFA Independent Financial Advisers is unique because it is an independent financial adviser, which means it is not tied to any specific financial institution and can provide unbiased advice to its clients.Services & products
Charlwood IFA Independent Financial Advisers offers a wide range of financial services to its clients. These services include but are not limited to retirement planning, investment advice, tax planning, and estate planning. Clients can also purchase various financial products such as annuities, life insurance, and investment portfolios.Location
Charlwood IFA Independent Financial Advisers is located on Seamoor Road in the Westbourne area of Bournemouth. Westbourne is known for its trendy cafes, boutique shops, and vibrant nightlife. The area is home to many businesses, including other professional service providers like law firms and accountants. The closest public transportation options are Westbourne Bus Station (0.1 miles), Branksome Train Station (1.1 miles), and Parkstone Train Station (1.3 miles).Benefits
Customers should choose Charlwood IFA Independent Financial Advisers because of the company's commitment to providing personalized financial advice and its reputation for excellent customer service. The company's independence allows it to provide unbiased advice, and its team of experienced financial consultants ensures that clients receive the best possible advice and service.Good to know
Customers should be aware that Charlwood IFA Independent Financial Advisers is a fee-based company, meaning that clients are charged a fee for the services they receive. However, the company is transparent about its fees and ensures that clients are aware of all costs upfront.Reviews
Customers have given Charlwood IFA Independent Financial Advisers high marks for its professionalism, expertise, and personalized service. Clients appreciate the company's attention to detail and its ability to provide tailored advice to meet their individual needs.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services including investment planning, retirement planning, estate planning, tax planning, and insurance planning. We work with our clients to create personalized financial plans that align with their specific goals and needs.What experience do your financial consultants have?
Our team of financial consultants has decades of combined experience in the industry. They hold various professional certifications and degrees in finance and related fields. We are committed to ongoing education to ensure we provide the most up-to-date and effective financial advice to our clients.How do you charge for your services?
We offer a transparent fee-based structure for our services. Our fees are based on the complexity of the services provided and are agreed upon with our clients before any work is done. We believe in providing value to our clients and aim to keep our fees competitive and fair.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies of our past clients. Our clients' privacy is important to us, so we will only provide this information with their consent. Please contact us for more information.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to our services and work with our clients to understand their specific financial goals and needs. We then create a customized financial plan that addresses their unique situation. Our ongoing communication and review process ensures that we are continually adjusting our approach to align with our clients' changing needs and goals.Reviews
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Paul Craven
We wanted to consolidate our various investments into one 'pot' and were attracted to Charlwood after a brief scan of the IFA's in our area, as they are a 'discretionary' IFA. After outlining our aims and detailing our investment portfolio via email we received a report explaining options for us. We had a face to face meeting with Jon Tuck at the Westbourne office at which he explained things in more detail. We signed the paperwork and that was it. Very simple. We look forward to having a local company look after our investments. The staff are responsive and polite. It is good to make a call without having to select endless 'options' and be kept on hold.
21-05-2023
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Martyn Donoghue
Extremely helpful and well informed, lots of help and support in answering our questions. Transfer went very smoothly.
28-04-2023
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Karen Illingworth
We were recommended to Charlwood IFA. I have received nothing but exemplary service and guidance from everyone to manage my relatives finances and the best way to make investments in a complex market. I would highly recommend this company to anyone that requires help with investments.
28-03-2023
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Keith Gifford
Well organised company. Lots of help and support in answering our questions. Transfer went very smoothly
28-01-2023
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Paul Kearton
Extremely helpful and well jnformed , enabled me to do just what I wanted with my capital.
28-12-2022
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Katharine O'Connor
Reviewing my affairs with Charlwood IFA has been straightforward, I have transferred my investments to them and its been a smooth process. I like the personal service.
28-11-2022
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Laurence K
From our first meeting with Martyn Charlwood in their offices, to the completed transfer of our pensions and other investments, the service has been professional. The initial review was easy to understand. Communications from both Jon and Andrew have been very quick and precise. The online platform to view the investments is very easy to navigate. Based on our experience so far, We have no hesitation in recommending Charlwood IFA – indeed we already have done so.
28-10-2022
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Roy Kendall
After 11 years, and becoming increasingly dissatisfied with our previous IFA, we were seeking a change to a company who were more flexible and aligned with our requirements. After careful research of Charlwood and two in-depth meetings with Martyn Charlwood in their offices we made the decision to change. Our pensions and other investments have now transferred across and the process has been swift, well organised and with good professional communication at each stage. On our experience to date we can recommend Charlwood to others who are looking for an IFA with good investment returns.
28-09-2022
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adam stower
Charlwood IFA have helped me to set up a pension. As a person who has little experience with financial matters, I have been very pleased and impressed by the service Charlwood IFA have provided. They have guided me through the entire process offering help and clear explanations along the way. I have great confidence in using their services going forward.
28-05-2022
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Bob O'Hara
Having given little thought to our future financial planning, we turned to Charlwood IFA to help guide us through the minefield of information and legislation associated with our pension schemes. Their advice was clear and easy to understand, they took the time to understand our needs and provide a solution that has performed well given the challenges of Brexit and the COVID pandemic. The team have updated us on a regular basis and have alway been prompt in returning answers to any questions we have raised. We have always found them professional, knowledgeable and friendly and we feel that we are in safe hands.
28-05-2022
