CHARLWOOD IFA LTD

4.8/5 (66)

Name	CHARLWOOD IFA LTD
Address	35 Seamoor Road, Westbourne, Bournemouth BH4 9AE
City	Bournemouth
Category	Financial Services
Phone	01202768512
Email ID	[email protected]
Speciality	Investments and Wealth Management, Investment Portfolio, Tax Liability, Inheritance Tax, Unit Trusts and Bonds, Pensions & Retirement Planning
About	Charlwood IFA Ltd is a truly impartial, boutique wealth management firm in Bournemouth founded in 1988. The firm uses a modern approach with traditional values on their financial planning, and they pride themselves on following the high standards and principles. They are committed to providing all aspects of personal financial planning to individual and businesses. Martyn Charlwoodd is the managing director of the firm. Their extensive experienced and fully qualified team have a broad base of specialist knowledge focusing on wealth management and investments. Their investment managers have broad experience having acted for big institutions such as New Star, Kleinwort Benson, Hill Samuel and actively managed funds exceeding £1 billion. Also, they offer free, no-obligation consultation. Charlwood IFA Ltd has offices in Lymington and New Milton.
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