Independent Financial Advisers in Westbourne, Dorset



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BH - Bournemouth

Charlwood Independent
Financial Advisers

Lewis Innovative
Investment

Money Wise IFA Ltd

Bournemouth Investments
Ltd

Ward Goodman
Financial Services

The Wealth Care
Partnership

Heliting Financial
Services Ltd

Money Wise IFA Ltd

Address: Alum House, 5 Alum Chine Road, Westbourne,
Bournemouth, Dorset, BH4 8DT
Telephone: 01202 545 135
Fax: 01202 545 136
E-mail: bournemouth@money-wise.co.uk
Visit our Web Site: www.money-wise.co.uk

Contact: Ed Hockey

General information
Money Wise is the Official IFA and a sponsor of Bath Rugby. Based in Bath, with offices in Dorset, our team of experienced, professional advisers are happy to work on a fee and/or commission basis. We are used to dealing with a wide variety of clients including corporate, retired and high net worth individuals. Experience of complicated pension issues and products (Income & Corporation Taxes Act 1988 and subsequent amendments), pension sharing and divorce (Welfare Reform and Pensions Act 1999) Inheritance tax planning (Inheritance Tax Act 1984), trustee investments (Trustee Act 1925 through to Trustee Act 2000) work actively with other professionals (Legal and Accountancy) and look after an increasing number of money-purchase occupational schemes, group pension schemes (including stakeholder), group life and group PHI.

Areas of Advice include:

Pensions (Personal, Stakeholder, Occupational, Draw Down, SIPP and SSAS)
Inheritance Tax Planning (Use of trusts for mitigation and provision)
All types of life assurance/insurance, including critical illness, permanent disability, terminal illness, key man, shareholder protection and group life).
Investments (Unit Trusts, PEPs, ISAs, OEICs, Bonds and Offshore)
Mortgages (Residential, Buy-to-Let, Commercial)
Retirement Planning (Investment for income, Long Term Care)
Long-term healthcare (Income Protection, Private Medical Insurance)

Authorised and Regulated by the Financial Services Authority
Members of AIFA, IFA Promotion
and the Life Insurance Association (LIA).

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