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Charlwood Independent Finacial Advisers - making the difference advice on investments, portfolio management, mortgages, banking and building society accounts
advice on inheritance tax planning and equity release, trusts, lifetime transfers and assurance plans advice on wealth management, investment portfolio planning, savings and banking accounts advice on pension plan management and life insurance
Up-to-date indepedent information on the latest changes in tax and tax planning Latest issue of our personal finance magazine - eSmartmoney Contact Charlwood IFA, one of the region's most respected and astute providers of independent financial advice covering Bournemouth, Christchurch, Poole, Lymington, the New Forest, Dorset and Hampshire

Since 1988, Charlwood IFA has been one of the region's most respected and astute providers of independent financial advice - with a well-justified reputation for objectivity, integrity, professionalism and service. Our experienced, fully qualified team of professionals has a broad base of expert knowledge, specialising in:

  • investments
  • pensions
  • inheritance tax planning
  • wealth management

We predominantly operate within a 30-mile radius of our offices, covering Bournemouth, Christchurch, Poole, Lymington, the New Forest and across Dorset and Hampshire

We aim to provide the highest standards of service and advice and intend that your best investment will be the time you spend with us.

Explore our website to find out more about our financial services and how we can help you plan for a better future.

 Why use an independent financial adviser like Charlwood IFA
Request your Charlwood IFA information pack on independent financial advice

Charlwood IFA is a trading style of Charlwood IFA Ltd which is authorised and regulated by the Financial Services Authority.
Charlwood IFA Ltd is Registered in England; Registered No: 04820268. Registered Address: Richmond Court, Capstone Road, Bournemouth, Dorset BH8 8RX
The guidance and/or advice contained in this website is subject to the UK Regulatory regime and is therefore primarily restricted to consumers based in the UK.