Business Details
Independent Financial Advisers in Bournemouth
Established in 1988, our firm provides independent financial advice tailored to individual client needs. With decades of experience, we specialise in pensions, retirement planning, investments, and mortgage solutions, prioritising client understanding and long-term financial security. Our Chartered Financial Planner status reflects our commitment to high professional standards and continuous client support through life's changing circumstances.We pride ourselves on transparent communication, regular strategy reviews, and maintaining trust through impartial recommendations. Our team's expertise extends to complex financial arrangements, including inheritance tax planning and long-term care funding, ensuring comprehensive solutions for clients at every life stage.
Services
Pensions Planning
Investment Management
Mortgage Advice
Retirement Planning
Estate Planning
Equity Release
Critical Illness Cover
Highlights and features
- We provide impartial, whole-of-market financial advice tailored to individual needs
- Our Chartered Financial Planner holds advanced professional qualifications
- 30+ years of experience serving clients through changing financial landscapes
- We offer coordinated strategies across pensions, investments, and estate planning
- Regular strategy reviews ensure ongoing relevance to clients' evolving circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Extremely knowledgeable
Patient and understanding
Professional and responsive
Trustworthy and reliable
Expert grasp of pensions
Services
Pensions Planning
We help clients optimise pension arrangements through comprehensive reviews and tailored strategies. Our expertise includes defined benefit transfers, retirement income planning, and navigating complex pension regulations. With over 30 years' experience, we ensure clients maximise their retirement savings while maintaining compliance with current legislation.
Investment Management
Our investment solutions focus on capital preservation and growth through diversified portfolios. We create bespoke investment strategies aligned with risk tolerance and financial goals, regularly monitoring market conditions to optimise returns while maintaining appropriate risk levels for each client.
Mortgage Advice
We provide whole-of-market mortgage advice for residential and buy-to-let properties. Our service includes remortgaging strategies, first-time buyer guidance, and commercial property financing solutions. We help clients navigate complex mortgage products to secure optimal terms for their circumstances.
Estate Planning
Our estate planning services focus on minimising inheritance tax liabilities while preserving wealth for future generations. We implement legal strategies to protect assets, facilitate smooth wealth transfers, and ensure clients' wishes are fulfilled through appropriate documentation and trust structures.
Critical Illness Cover
We arrange comprehensive critical illness insurance policies to provide financial security during challenging times. Our approach considers individual health profiles and family circumstances to secure appropriate coverage amounts and policy terms that offer meaningful protection.
People
Chris Bibb
Chartered Financial Planner
With over 30 years' experience, Chris Bibb holds advanced qualifications including ACII, FPFS, and CII certifications. He specialises in complex financial planning, focusing on pensions, retirement strategies, and estate planning while maintaining a client-centred approach.
Questions
What financial services do you specialise in?
We specialise in pensions, retirement planning, investment management, mortgage advice, and estate planning solutions.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 525733).
How do you charge for your services?
We provide transparent fee structures tailored to individual client needs during initial consultations.
Can you help with complex financial situations?
Our expertise includes complex pension transfers, inheritance tax planning, and long-term care funding solutions.
Do you offer ongoing financial support?
Yes, we provide regular strategy reviews and continuous support to adapt to changing circumstances.
