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Charlwood IFA

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Bournemouth, United Kingdom

charlwoodifa.com
Financial consultant· Investment service· Investment Management· Financial planner

Charlwood IFA Reviews | Rating 4.8 out of 5 stars (5 reviews)

Charlwood IFA is located in Bournemouth, United Kingdom on 35 Seamoor Rd, Westbourne. Charlwood IFA is rated 4.8 out of 5 in the category financial consultant in United Kingdom. CHARLWOOD IFA LIMITED is an investment management company based out of 35 SEAMOOR ROAD WESTBOURNE, BOURNEMOUTH, DORSET, United Kingdom.

Address

35 Seamoor Rd, Westbourne

Phone

+44 1202768512

Company size

1-10 employees

Headquarters

BOURNEMOUTH, DORSET

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entrance

Open hours

...
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M

Mohammed A

We have had investment dealings for a few years now and we are very satisfied indeed with the efforts and professionalism of the whole Charlwood team in Westbourne. We are looking forward to hopefully a long and mutually beneficial working relationship in the more financially stable future.

A

Andrew Rook

I can only say that from the minute I started dealing with Martyn, Jon and the staff at Charlwood IFA, I have been impressed with their professionalism, expertise and knowledge on various financial matters, and I would recommend their services to anybody as second to none.

J

James Winter

very impressed with the personal approach the care and sound sensible advice given especially in such difficult times. I have great faith and confidence in the company

R

Ron Millington

A most professional, yet friendly, team. Always respond promptly and deal with queries in a manner which instils confidence. It is a pleasure to have them working for us to manage our finances and, hence, our future!

B

Brian Johnston

I have been using the excellent service of Charlwood IFA for over 20 years and during that time Martyn and his staff have always been very friendly and efficient. From my first meeting with Martyn all those years ago I knew that I could trust his advice and that has proven to be true. They have skilfully managed my investment portfolio through the many changes in the financial markets over the years. In this time they have proven they have the ability to make the right decisons which has resulted in my investments growing when the money markets are going through good times and bad times. During the years they have also done a very good job of keeping me informed of the different changes to pension regulations and assisting me to make the right decisions when changes needed to be made to my financial planning. I am now looking forward to an enjoyable retirement during which time I expect them to carry on doing an excellent job of managing my finances.

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