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Bournemouth Investments Ltd

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Last Updated On

Feb 17, 2022, 4:59:54 PM

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7 Laburnum Close

BH22 9TXFerndown TownEngland

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Listing ID

36465558

About Bournemouth Investments Ltd

Welcome to Bournemouth Investments Ltd Our aim is to develop and protect our clients' wealth and help them fulfil their financial dreams and aspirations. Our focus for our clients is to optimise their long term wealth and bring them overall peace of mind and financial security throughout their lifetime. We are known for taking the complexity out of the financial planning process. Who do we work with? Financially focussed Individuals and their families who are coming up to retirement Financially focussed clients enjoying a healthy retirement who have capital to invest or need to improve their income stream from their investments. Referrals from existing clients Executives of large companies Business owners Trustees Solicitors and Accountants We aim to build long term relationships with all of our clients and also offer a Lifetime Cashflow Modelling service. We are a Fee based financial planning service.

Keywords

equity releasefinancial advicefinancial servicesinvestment adviceinvestment advisorsfinancial planningwealth managementEstate Planning Wills Trusts Power of Attorney Probate FuneralPensions adviceBournemouth Investments Ltd

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