Charlwood IFA - Independent Financial Advisers

35 Seamoor Road, Bournemouth BH4 9AE

Charlwood IFA - Independent Financial Advisers Reviews

4.8 stars based on 48 reviews

Featured Comments:

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  Neil Glover

  5.0

  I discovered Charlwood in 2018 when looking to invest two pension pots. I was impressed by the returns they had been consistently achieving from their low to medium risk income portfolio. I also liked that they are Discretionary Investment Managers which basically means that they can react far more quickly to market changes. Eventually at that time I didn't do anything and I continued to work. However this year I have finally decided to take the plunge.The process starts (at least it did for me) with an analysis of my finances and needs, culminating in a free financial report which includes recommendations.My dealings have been with Martyn, Jon and more recently Andrew. Also not forgetting Amy. All have been absolutely excellent and I feel that I am in very safe hands.

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  Response from the owner

  Thank you so much for such a great review Neil. We're pleased to have been able to provide advice on your pension investments and look forward to providing support for many years to come.

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  Jenny Howells

  5.0

  Charlwood IFA were recommended to us by a trusted friend many years ago and Martyn and the team have been looking after pensions for me and my husband ever since. Their service is highly professional whilst putting everything into plain English and ensuring that we understand.This year I wanted to amalgamate some pensions into a single scheme and one of the pension companies proved very frustrating. The team at Charlwood were tenacious and proactive in getting the transfer successfully completed for me.I have no hesitation at all in recommending Charlwood IFA, and am very happy that it will be them advising me when I reach retirement.

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  Response from the owner

  Thank you so much Jenny. It's great to hear such positive feedback and pleasing that we've been able to simplify and streamline your pension arrangements for you.

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  adam stower

  5.0

  Charlwood IFA have helped me to set up a pension. As a person who has little experience with financial matters, I have been very pleased and impressed by the service Charlwood IFA have provided. They have guided me through the entire process offering help and clear explanations along the way. I have great confidence in using their services going forward.

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  Response from the owner

  Thank you so much for the review Adam. We're pleased to have been able to provide assistance and help simplify what can be a complex subject. We look forward to providing continued support.

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