Abacus Financial Options are well established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
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Heritage Investments is a Chartered firm of Financial Planners and Independent Financial Advisers. Chartered status means that we have satisfied rigorous criteria set by the Chartered Insurance Institute (CII) relating to professional qualifications and ethical good practice, which are intrinsic to all that we do.
We are passionate about our values
At Clark Financial we provide independent advice. We have strived to maintain our independent status as it provides us and you with an ever changing range of products which can be used to satisfy changing requirements as circumstances change in your life. The cornerstone of providing advice is not only understanding your requirements now, but what your
Atkins Bland is a medium sized independent financial adviser specialising in asset allocation advice linked to investment, pension and tax planning. We are based in Ferndown, Dorset but have clients all over Britain. With around 33 staff, including 8 fully qualified advisers, we are ideally placed to provide the perfect mixture of personal service and
We aim to stand out from the crowd by providing you with a highly individual service based on the highest possible standards, delivered by high calibre professionals who you can trust. We provide you with expert financial advice that will help you preserve and grow your wealth. We're dedicated to improving the financial prosperity of you and your family
You are often balancing enjoying life, with paying the mortgage and saving for the future. Your aim is to build wealth while you can. You want to ensure that you can leave a legacy to pass on to your beneficiaries, paying as little inheritance tax as possible. You or a family member need to pay for care. You want to know what options are available and
We are specialists in arranging mortgages for First Time Buyers, people moving home, 'Buy to Let' mortgages and remortgages. Whether you're saving for retirement or you are facing decisions at retirement, we can help. Just a small note of appreciation for all you have done regarding my remortgage. I think you have gone above brilliant customer service
For 30 years we at Lewis' have been providing independent financial advice to our clients, the majority of whom favour and benefit from ongoing and proactive guidance and advice from one of our experienced advisers. We believe our unique common sense proposition builds wealth for our clients using a combination of Preferred Funds and Commercial Property
The Chatsworth Practice is a family firm established in 2006. We provide Independent Financial Advice in areas including Investments, Pensions, Annuities, Mortgages and Insurance. Because we recognise every client's circumstances are unique, every piece of Financial Advice is bespoke and tailored to best suit the individual. Investment & Pension portfolios
At Baggette & Company we are genuinely focused on providing exceptional service with the aim of developing long term relationships with our clients. Independent financial advisers and leaders in private client wealth management, our Chartered Status is the profession's gold standard. This gives you reassurance and peace of mind in the knowledge that