Mobile Tel: 07832 142968
Office Tel: 01608 651608
Email: martin@bourneifs.co.uk Welcome to Bourne Independent Financial Services
We are a firm of Independent Financial Advisers servicing clients right across the UK and we have over 20 years of experience across a range of financial planning matters.
The business was established to meet the specialist needs of its clients, reflecting the changing climate of financial services. We feel there is a real lack of quality advice being offered by the larger firms and we aim to ensure our advice and service is of the highest standard.
Our objective is to offer a bespoke service which meets the individual needs of our clients.
We Promise to :-
- Complete a fact find, so we can make a recommendation that meets your needs.
- Put our recommendations in writing, so you can see what we have suggested and why.
- Agree how often we will meet, the format of our meetings and what we will discuss.
- Keep in touch as frequently as you want us to and in the way you choose.
Being independent means that we can offer advice from the whole range of products available and that we are flexible on how we are paid.
We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages and inheritance tax planning. Our clients include individuals as well as small businesses.
All our advisers hold the Diploma in Personal Financial Services qualification.
For a professional and reliable Independent Financial Adviser look no further than Bourne Independent Financial Services.
Call us today for more information.
Your home may be repossessed if you do not keep up the repayments on your mortgage. |