Bournemouth & Poole
Bournemouth & Poole Office
Covering Bournemouth, Poole and the surrounding area in Dorset, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Known best for Bournemouth Pier and Beach, Poole Harbour and AFC Bournemouth Football Club. Bournemouth and Poole are on the South Coast of Dorset.
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Advisor
Andrew is an independent adviser working in and around the Bournemouth and Dorset area. He provides advice on all areas of finance including:
Andrew has worked in financial services since 2002 and specialises in providing pension and investment advice. He has been in VouchedFor’s top 250 financial advisers in the UK for 2020 which is distributed in The Times every year.
‘I work 1-to-1 with clients to help manage their money and build long-standing relationships with them.’
Andrew lives in Bournemouth. He is very active and likes to keep fit, having played professional cricket for Hampshire in his youth. He also enjoys playing golf and going to the gym.
For independent financial advice in Bournemouth contact Andrew.GET IN TOUCH TODAY
What our clients say
I really cant think of anything Andrew could do better. I am looking for financial advice and he provides that for me. As a single person it is reassuring to me that there is someone I can trust and rely on to have my best interests in min. and he is always very responsive to any interim queries I may have. I have referred a few friends to Andrew for Financial Advice.
Mrs Osborne, Bournemouth
The plan that we decided upon has delivered exactly as discussed and has allowed us to realise our goals in retirement. As important as the initial and subsequent follow up meetings to put our plans in place. Andrew continues to not only meet with us on the plans anniversary but keeps us updated on the position of the fund manager and the markets. And more importantly to us be there when we have questions, concerns and requirements.
Mr Green, Bournemouth
Andrew went through all the options for investments and having found out my feelings on risk came up with a proposal that has performed very well. He also sorted out all my pension schemes and has consolidated them and recently helped me to take an income from the investment
Mr Moss, Bournemouth
Andy was there for me every step of the way prior to and after my retirement and if ever I had additional questions or needed clarification or him to explain something In a different way, he was always available. For me, he explains everything in Layman’s terms and doesn’t tend to get bogged down in some of the more technical terms as I prefer it that way.
Mrs Cadwaladr, Bournemouth
He advised on how and where to invest my money in accordance with my considerations to risk. He has always been available if I have questions. Andy always contacts me for regular reviews. He often takes the background work,which should be carried ot by me, to enable progress in our plans.