We are Independent Financial Advisers to the Dorset and Hampshire region. Are you fed up with being treated like a number and dealing with different people? Do you want to be treated like an individual and build a long term relationship with your adviser? If you value face to face meetings and a service tailored to you needs then ask us for an initial meeting, at our expense, where we can explore the opportunities for working together.
We may ask you a lot of questions but we will listen to your answers and as independent financial advisers we can help you with a wide range of solutions from protecting your family to preserving your estate from Inheritance Tax. Our team of professional advisers can see you in your own home or alternatively we have offices in Highcliffe and Wimborne Dorset.
We also have office facilities in Brockenhurst Hampshire providing independent financial advice in the New Forest, and at Swanage. Wherever you are in life it is never too early or too late to ask for financial advice.
We may ask you a lot of questions but we will listen to your answers and as independent financial advisers we can help you with a wide range of solutions from protecting your family to preserving your estate from Inheritance Tax. Our team of professional advisers can see you in your own home or alternatively we have offices in Highcliffe and Wimborne Dorset.
We also have office facilities in Brockenhurst Hampshire providing independent financial advice in the New Forest, and at Swanage. Wherever you are in life it is never too early or too late to ask for financial advice.
Services
As Independent Financial Advisers based in Christchurch we provide advice to Hampshire and Dorset.
We are here to provide you with financial freedom and security to enable you to achieve your dreams and ambitions.
There are hundreds of journeys with many different destinations.
So if you are looking to create wealth or preserve what you have already, we will show you how to make really effective use of your money, using tax efficient investments, and how to protect your plans for the future.
Inshore IFA are committed to an ongoing programme of professional qualifications and staff development in order to give our customers the expertise they need and the service they deserve.
We are here to provide you with financial freedom and security to enable you to achieve your dreams and ambitions.
There are hundreds of journeys with many different destinations.
So if you are looking to create wealth or preserve what you have already, we will show you how to make really effective use of your money, using tax efficient investments, and how to protect your plans for the future.
Inshore IFA are committed to an ongoing programme of professional qualifications and staff development in order to give our customers the expertise they need and the service they deserve.
At this meeting we establish what areas of finance you require advice on and tell you the fees we would charge.
We will then send you a Client engagement agreement confirming what we will charge you before beginning any work.
We are committed to transparency and plain talking when it comes to paying for our services.
Whether you buy a product or not, you will pay us an agreed fee for our advice and services.
This ensures that we are a commercially viable business and there is no pressure on you to buy a product.
We will then send you a Client engagement agreement confirming what we will charge you before beginning any work.
We are committed to transparency and plain talking when it comes to paying for our services.
Whether you buy a product or not, you will pay us an agreed fee for our advice and services.
This ensures that we are a commercially viable business and there is no pressure on you to buy a product.
You are probably already working towards establishing a secure financial future or have accumulated your assets through hard work over time.
If you're now looking for independent financial advice on the best way to create, preserve or maximise your investments, we can help.
Our emphasis is very much on providing you with a personal service, with expert advice that takes your unique circumstances into account.
We will commit to looking after your financial affairs for the long term and not just one off transactions.
If you're now looking for independent financial advice on the best way to create, preserve or maximise your investments, we can help.
Our emphasis is very much on providing you with a personal service, with expert advice that takes your unique circumstances into account.
We will commit to looking after your financial affairs for the long term and not just one off transactions.
When interest rates are low it becomes even more important for your wealth management and investment plans include a diversified investment portfolio.
Investors who keep the bulk of their capital in bank and building society deposit accounts will not be making the most of their money.
Cash is a vital part of any investment portfolio in providing short term liquidity, but there is a real risk of capital erosion due to inflation.
With the right savings and investment advice you can take advantage of the many savings and investment opportunities that are designed to make your money grow and/or provide income.
Investors who keep the bulk of their capital in bank and building society deposit accounts will not be making the most of their money.
Cash is a vital part of any investment portfolio in providing short term liquidity, but there is a real risk of capital erosion due to inflation.
With the right savings and investment advice you can take advantage of the many savings and investment opportunities that are designed to make your money grow and/or provide income.
Inheritance Tax (IHT) is a tax paid to the Government when you die on everything you own.
As long as the total value of what you leave behind is less than 325,000 per person (2013/14 tax year), there won't currently be any inheritance tax to pay.
This is known as the nil rate band i.e. from 0 - 325,000.
The nil rate band for inheritance tax and the rate of tax is usually set by the Chancellor each year in the budget.
Any assets above the nil rate band could be taxed at a whopping 40%.
It used to be, but not any longer.
As long as the total value of what you leave behind is less than 325,000 per person (2013/14 tax year), there won't currently be any inheritance tax to pay.
This is known as the nil rate band i.e. from 0 - 325,000.
The nil rate band for inheritance tax and the rate of tax is usually set by the Chancellor each year in the budget.
Any assets above the nil rate band could be taxed at a whopping 40%.
It used to be, but not any longer.
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