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Financial consultant

Charlwood IFA - Independent Financial Advisers 35 Seamoor Road, Bournemouth BH4 9AE

Charlwood IFA - Independent Financial Advisers-0
Charlwood IFA - Independent Financial Advisers 01
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Charlwood IFA - Independent Financial Advisers 03
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4.8
Open Now
Wednesday9AM–5PM

01202 768512

https://www.charlwoodifa.com/

35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE, United Kingdom

Apply Online

Services

  • Estate Planning
  • Financial Planning
  • Investment Advising
  • General Investment Consulting
  • Retirement Savings Consulting
  • Tax Planning
  • Wealth Management
  • Financial Adviser
  • Independent Financial Advisors
  • Pension Options
  • Retirement Planning
  • Assurance Plans
  • Discretionary Investment
  • Investment Opportunities
  • Pension Schemes
  • Pensions And Investments

Charlwood IFA - Independent Financial Advisers Reviews

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Neil Glover
5.0

I discovered Charlwood in 2018 when looking to invest two pension pots. I was impressed by the returns they had been consistently achieving from their low to medium risk income portfolio. I also liked that they are Discretionary Investment Managers which basically means that they can react far more quickly to market changes. Eventually at that time I didn't do anything and I continued to work. However this year I have finally decided to take the plunge.The process starts (at least it did for me) with an analysis of my finances and needs, culminating in a free financial report which includes recommendations.My dealings have been with Martyn, Jon and more recently Andrew. Also not forgetting Amy. All have been absolutely excellent and I feel that I am in very safe hands.

Response from the owner

Thank you so much for such a great review Neil. We're pleased to have been able to provide advice on your pension investments and look forward to providing support for many years to come.

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adam stower
5.0

Charlwood IFA have helped me to set up a pension. As a person who has little experience with financial matters, I have been very pleased and impressed by the service Charlwood IFA have provided. They have guided me through the entire process offering help and clear explanations along the way. I have great confidence in using their services going forward.

Response from the owner

Thank you so much for the review Adam. We're pleased to have been able to provide assistance and help simplify what can be a complex subject. We look forward to providing continued support.

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Peter Sharp
5.0

Charlwood IFA have managed my assets for many years. They are responsive to my requests and, indeed, often make strategic proposals without my asking. Whenever I need to play the "Bank of Mum and Dad", the money for the youngsters arrives swiftly. I am also impressed by their security. My satisfaction is such that I am hoping to persuade my elderly neighbour with labyrinthine investments to come to the straightforwardness of Charlwood!

Response from the owner

Thank you so much for the review Peter and for the continued recommendations.

H

Helen Donaldson
5.0

So far so good! It was very easy to combine all my pensions together via Charlwood and then for them to manage the new scheme in the future. A big reduction in paperwork for me!

Response from the owner

Thank you Helen. We're pleased to have been able to simplify your pension arrangements for you.

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Noel Rodgers
5.0

Have used Charlwood for many years, they have always been proactive and kept me well informed. Regular updates on my situation and checking in with me as circumstances have changed both for me and the world at large.

Response from the owner

Thank you so much for the review Noel. We look forward to continuing to provide support and advice for many years to come.

J

Jenny Howells
5.0

Charlwood IFA were recommended to us by a trusted friend many years ago and Martyn and the team have been looking after pensions for me and my husband ever since. Their service is highly professional whilst putting everything into plain English and ensuring that we understand.This year I wanted to amalgamate some pensions into a single scheme and one of the pension companies proved very frustrating. The team at Charlwood were tenacious and proactive in getting the transfer successfully completed for me.I have no hesitation at all in recommending Charlwood IFA, and am very happy that it will be them advising me when I reach retirement.

Response from the owner

Thank you so much Jenny. It's great to hear such positive feedback and pleasing that we've been able to simplify and streamline your pension arrangements for you.

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Bob O'Hara
5.0

Having given little thought to our future financial planning, we turned to Charlwood IFA to help guide us through the minefield of information and legislation associated with our pension schemes. Their advice was clear and easy to understand, they took the time to understand our needs and provide a solution that has performed well given the challenges of Brexit and the COVID pandemic. The team have updated us on a regular basis and have alway been prompt in returning answers to any questions we have raised. We have always found them professional, knowledgeable and friendly and we feel that we are in safe hands.

Response from the owner

Thank you so much for such kind words Bob. We're delighted to have been able to provide support and guidance in relation to your pension schemes. We look forward to continuing to support you for many years to come.

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gerry di-pede
5.0

Thirty years ago Martyn sat down with me and listened to what my requirements and future goals where. Over that period of time I followed Martyn’s advice entrusting my financial affairs with him and I’m pleased to say that, regardless of two significant market crashes, Brexit and a global pandemic, I’m now able to enjoy an early and comfortable retirement.Martyn and Jon keep in touch providing regular updates on how investments are performing.Martyn has a fastidious attention to detail and over the years, Charlwood IFA has shown a proactive, rather than reactive approach to markets & together with their astute fund managers, have consistently maintained a competitive return. I would strongly recommend Charlwood IFA for all your financial planning.

Response from the owner

Thank you so much for your kind words Gerry. It's been a pleasure working with you and looking after your investments, hopefully we can continue for another thirty years!

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Eileen Rodgers
5.0

I have used this company for many years and are highly recommended. The advice given has always proved positive, they are efficient, friendly and do not pressure you. You will be given the right advice for your needs. Don't hesitate to contact them you will not be disappointed!

Response from the owner

Thank you Eileen for such a glowing reference! It's been our pleasure providing you with support and advice and we look forward to continuing to do so for many years to come.

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Peter Calladine
5.0

I struggled with trying to organise my pension pot for over a year. I felt it was like wading through treacle. I was almost at my wits end. But then I found Charlwood's. It was as if a weight had been lifted from my shoulders. For the first time someone, Martyn, explained things in terms I could easily understand. I now feel that my finances are secure and that they are being professionally administered. Thank you.

Response from the owner

Thank you Peter for such kind words. We're so pleased that we could help simplify your pension arrangements and make it all a bit easier to understand. We look forward to continuing to support you for many years to come.

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