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Bournemouth Investments Ltd
       
 
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Bournemouth Investments Ltd
 
 
Overview: 

We can offer you a wide range of services including…

For Individuals:
Savings Accounts, Investments and Pensions including a full review of existing plans for effectiveness, cost and performance against the very best funds available. Setting up of new plans and portfolios where appropriate. It is advisable to monitor the performance of your plans at least bi-annually and to adjust when appropriate.
Inheritance Tax planning
Protection Needs including critical illness, income protection , private medical, and life assurance.
Mortgages including Equity Release schemes
Long Term Care planning
School Fees planning
Secured Loans

For Businesses:
Investment of short and medium term money
Business Finance
Pension Planning including placing Commercial property into your pension.
Shareholder Protection and other protection needs as above
Commercial Mortgages
Tax planning

Short, medium and long term financial plans are important for all of us at each stage of life whether it be getting a foot on the housing ladder and making sure that loved ones are protected, through to ensuring the maximum performance of investment and pension plans and reduction of inheritance tax liability.

Range of Activities

Investments
Pensions
Business and Family protection
Estate planning
Long Term Care
Equity release
Tax Planning
Wills, LPA's and Trusts (Through our separate business Wessex Will Writers)

Our investments and pensions service includes a full review of existing policies and implementation of new portfolios where appropriate.


 
 
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