Charlwood IFA
Good advice is a great investment
35 Seamoor Road, Westbourne, Bournemouth, BH4 9AE
Charlwood IFA is a firm of independent financial advisers and discretionary investment managers at 35 Seamoor Road, Westbourne, founded in 1988 and regarded as one of Poole and Bournemouth's most established wealth managers. Fewer than 2% of IFAs are eligible to act as discretionary investment managers, and its investment managers have previously acted for institutions such as Kleinwort Benson, New Star and Hill Samuel. The firm has advised clients throughout Dorset and Hampshire for over 30 years, with further offices at Canford Cliffs, Lymington and New Milton.
What they offer
- Wealth management
- Investments
- Discretionary investment management
- Pensions and retirement planning
- Inheritance tax planning
Where to find them
35 Seamoor Road, Westbourne, Bournemouth, BH4 9AE
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