General Information Bournemouth Investments Ltd is run by Steve Chislett, a Certified Financial Planner with over 12 years experience. Steve has also lectured in personal taxation, financial sevices products and taxation and business tax planning at Bournemouth University. He also runs Wessex Will Writers. When considering a financial planner, it is important and also reassuring to know that the adviser you choose has a high level of academic qualification to ensure that the advice given is premium quality. It is also important to be able to communicate in a relaxed manner to explain the confusing jargon used within the financial planning profession. We provide professional service and advice in all areas of financial planning. We are totally independent and access the full range of products and providers within the financial services market place. Comprehensive financial planning will take into account both your current and future financial needs.
Our Specialist areas
Report Writing Service: Including full review of your personal situation or perhaps just an inheritance tax report.
Investments: This includes a review of your existing arrangements for performance and tax efficiency. Most of our clients enjoy a bi-annual personal review in the comfort of their own home. Investment of new money appropriate to your risk profile.
Retirement Planning: Including Personal Pensions & Stakeholder, Income Drawdown and Annuities. We have a special Pension Performance Review service? for those customers who may have several pension schemes. The review service consolidates them into one plan where appropriate with regular bi-annual review.
Protection Insurance: Including Life, Income Protection, Critical Illness, Accident, Sickness & Unemployment etc.
Mortgages & Remortgages: Including Equity Release, Offset, Flexible Buy to Let, Self Certification and Commercial.
Long Term Care
Private Medical Insurance
Regular Savings Plans: Including monthly premium ISAs and Unit Trusts, Friendly Society plans etc.
Inheritance Tax Planning: Advice upon how to minimise inheritance tax.
School Fees Planning
Business & Corporate Planning: including pensions, business protection, investment planning finance raising and tax planning.
What to do next To arrange an appointment in the comfort of your own home, please telephone or email us. The initial meeting will be free and afterwards you then have the option whether to work on a fees or commission basis or a combination of both. We will send you a mini fact find to complete and return to us one week before the initial meeting, to make best use of both our time is an appointed representative of Investments Ltd, which is authorised and regulated by the Financial Conduct Authority. The FCA does not regulate some forms of mortgage, inheritance tax planning, arranging finance and business planning. Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.