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    Best Financial Advisors Bournemouth Near Me

    St Barts Finance Strategic Solutions Financial Services FTA Financial & Wealth Management Ltd Mortgage Squared The Chatsworth Practice Ltd Headstart Financial Planning Ltd Better Financial Services Ltd Libertas Financial Planning Ltd

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    1. St Barts Finance - Bournemouth

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    · 47 reviews

    260-264 Charminster Rd, Bournemouth, BH8 9RR, United Kingdom

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    1. 1. Expert Guidance: Our team at St Barts Finance provides professional assistance with excellent knowledge of financial products and efficient service.
    2. 2. Personalized Approach: Experience a tailored approach to financial planning with attentive professionals who listen to your concerns and explain everything clearly.
    3. 3. Swift and Efficient: Benefit from prompt illustrations and quick responses, ensuring you secure the best offers available for your financial needs.
    4. 4. Professionalism and Care: Our team, led by Andrea and Charlotte, offers outstanding service with a caring touch, keeping you updated throughout the entire process.
    5. 5. Reliable and Trustworthy: With St Barts Finance, you can trust Richard and his team to provide competitive rates and ensure you have the right insurances for your financial future.

    2. Chine Financial - Bournemouth, Christchurch and Poole

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    · 52 reviews

    707b Wimborne Rd, Moordown, Bournemouth BH9 2AU, United Kingdom

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    3. Strategic Solutions Financial Services - Bournemouth, Christchurch and Poole

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    · 34 reviews

    Suite 2, Hamilton Court House, 1-3 Alum Chine Rd, Westbourne, Bournemouth BH4 8DT, United Kingdom

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    1. 1. Expert Financial Planning: Our Chartered status ensures top-notch knowledge and ethics to help you achieve your financial dreams.
    2. 2. Personalized Advice: From young professionals to retirees, we tailor solutions for every stage of life with care.
    3. 3. Peace of Mind: Trust us to secure your financial future, whether it's retirement planning or family needs.
    4. 4. Professional Recognition: Our award-winning team on the south coast guarantees quality service and expert advice.
    5. 5. Client Testimonials: Hear from our satisfied clients about how we've transformed their financial outlook with our expertise.

    4. Charlwood IFA - Bournemouth, Christchurch and Poole

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    · 40 reviews

    35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE, United Kingdom

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    1. 1. Expert Discretionary Investment Managers: Only 2% of IFAs qualify, offering personalized solutions for financial goals.
    2. 2. Trusted Wealth Management: Established in 1988, known for objectivity, integrity, and professionalism in Dorset and Hampshire.
    3. 3. Impartial Boutique Service: Independent Financial Advisers with a focus on investable assets over £250,000.
    4. 4. Free Financial Report: Explore better investment returns and lower charges with a tailored, no-obligation consultation.
    5. 5. Professional Team: Experienced and fully qualified team providing thorough advice and handling of investments and pensions.
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    5. True Solution Mortgage & Financial Advice - Bournemouth, Christchurch and Poole

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    · 27 reviews

    Clifton House, 10 Poole Hill, Bournemouth BH2 5PS, United Kingdom

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    1. 1. Unbiased Expertise: Our team offers objective advice tailored to your needs, with access to a wide range of mortgage deals.
    2. 2. Transparent Service: We work with integrity, providing clear communication and upfront disclosure of fees to ensure peace of mind.
    3. 3. Efficient Partnerships: We have strong relationships with professionals to streamline the process, offering quick decisions and updates for every transaction.
    4. 4. Proactive Project Management: We handle the entire process, communicating with all parties involved to ensure a smooth application to completion.
    5. 5. Specialized Expertise: Our team's expertise is crucial in achieving your financial goals through property, ensuring a lifelong relationship with our clients.

    6. Futures Financial - Bournemouth, Christchurch and Poole

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    · 32 reviews

    508 Wimborne Rd, Bournemouth, BH9 2EX, United Kingdom

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    1. 1. Personalized Guidance: We assist you through the entire home buying process, making it quick and easy for you.
    2. 2. No Upfront Fees: Unlike other brokers, we don't charge anything upfront for our expert advice.
    3. 3. Extensive Lender Network: We work with over 90 lenders and 12,000 products, ensuring you get the best deal.
    4. 4. Flexible Appointment Times: Our experts offer appointments throughout the week to fit your busy schedule.
    5. 5. Comprehensive Help Hub: Our online hub provides valuable resources and tools to guide you through the mortgage process.

    7. FTA Financial & Wealth Management Ltd - Bournemouth, Christchurch and Poole

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    · 7 reviews

    67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom

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    1. 1. Personalized Financial Planning: Tailored advice to meet your unique needs and goals for a secure financial future.
    2. 2. Trusted and Experienced Advisors: Professional, knowledgeable, and approachable team with years of expertise in financial planning.
    3. 3. Efficient and Effective Service: Quick responses, regular reviews, and sound advice to keep you well informed and on track.
    4. 4. Specialized in Healthcare Professionals: Extensive experience in advising dental and medical professionals for comprehensive financial planning.
    5. 5. Client Testimonials: Highly recommended by satisfied clients for exceptional service, peace of mind, and successful results.

    8. Mortgage Squared - Bournemouth, Christchurch and Poole

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    · 42 reviews

    Oxford Point, 19 Oxford Rd, Bournemouth BH8 8GS, United Kingdom

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    9. The Chatsworth Practice Ltd - Bournemouth, Christchurch and Poole

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    · 3 reviews

    23 Hinton Rd, Bournemouth, BH1 2EF, United Kingdom

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    1. 1. Personalized Financial Advice: Tailored solutions for Investments, Pensions, Mortgages, and Insurance to suit your unique circumstances.
    2. 2. Family-Run Business: Long-standing client relationships built on trust and personal service, often spanning generations within the same family.
    3. 3. Diverse Investment Options: Customized Investment & Pension portfolios based on individual preferences, including Ethical and Socially Responsible Investments.
    4. 4. Full Market Access: Independent Advisers with access to the whole market for providers and tax wrappers, ensuring unbiased Financial Advice.
    5. 5. Comprehensive Financial Services: Expert guidance on Mortgages, Insurance, and Pensions to help you achieve your financial goals throughout life.

    10. Headstart Financial Planning Ltd - Bournemouth, Christchurch and Poole

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    · 3 reviews

    274-278 Wimborne Rd, Winton, Bournemouth BH3 7AT, United Kingdom

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    1. 1. Over 40 years of experience providing comprehensive financial planning advice for personal and business clients.
    2. 2. Specializing in a wide range of financial products and services to meet your needs, from investment advice to inheritance planning.
    3. 3. Protect your business and family with our expertise in business protection and financial planning for the future.
    4. 4. Stay informed with our Smart Money magazine, filled with valuable articles on wealth preservation and financial freedom.
    5. 5. Contact us for a free initial meeting with no obligation, and benefit from our team's 35+ years of experience in the financial industry.

    11. Better Financial Services Ltd - Bournemouth

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    · 4 reviews

    Ground Floor, 480 Christchurch Rd, Boscombe, Bournemouth BH1 4BD, United Kingdom

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    12. MAB Financial Consultants Ltd - Bournemouth, Christchurch and Poole

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    · 1 reviews

    3 Lorne Park Rd, Bournemouth, BH1 1LD, United Kingdom

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    13. Libertas Financial Planning Ltd - Bournemouth, Christchurch and Poole

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    · 1 reviews

    8-10 Christchurch Rd, Boscombe, Bournemouth BH1 3NA, United Kingdom

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    1. 1. Personalized Financial Solutions: We prioritize your goals and desires, building tailored strategies to ensure your financial success and happiness.
    2. 2. Trusted Reputation: Our long-term view and client referrals showcase our honesty, integrity, and professionalism in providing expert financial advice.
    3. 3. Embracing Change: We see change as an opportunity for growth, always open to new ideas to enhance and expand our services.
    4. 4. Rave Reviews: Our clients praise our professionalism, knowledge, and friendly service, highlighting our commitment to their financial well-being.
    5. 5. Dedicated Service: With clear advice, proactive engagement, and personalized solutions, we ensure our clients' financial success and satisfaction.
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