Founded in 1988, Charlwood has established itself as one of the region's most respected and astute providers of independent financial advice - with a well justified reputation for objectivity, integrity and professionalism.

 

We offer a truly independent, impartial, boutique wealth management service whose remit is to act on behalf of its clients to seek out and obtain the best investment returns.

A modern approach - but with traditional values - we pride ourselves on the high standards and principles each of us aspire to.

 

Our extensive experience and fully qualified team have a broad base of specialist knowledge focusing on areas such as:

 

Wealth Management
Investments
Pensions & Retirement Planning
Inheritance tax planning

 

Please feel free to browse our site and don't hesitate to contact us if you feel we may be able to assist. As you will see, we have included various publications within our site intended to provide you with general information and we will gladly send these to you for you to peruse at your leisure. Simply click on the 'Contact Us' link above and complete the details requested or get in touch by phone.

 

We typically cover the Bournemouth, Poole, Christchurch, Highcliffe, Brockenhurst, New Forest and Wimborne areas encompassing all of Dorset and Hampshire. In the event you are unable to visit our Bournemouth offices, and if a home visit is not convenient, we also have office facilities in Lymington and New Milton as follows:

 

Bournemouth - 35 Seamoor Road, Westbourne, Bournemouth, Dorset BH4 9AE
Lymington - 73 High Street, Lymington, Hampshire SO41 9ZA
New Milton - 23a Spencer Road, New Milton, Hampshire BH25 6BZ