Welcome to Bournemouth Investments Ltd
Our aim is to develop and protect our clients' wealth and help them fulfil their financial dreams and aspirations. Our focus for our clients is to optimise their long term wealth and bring them overall peace of mind and financial security throughout their lifetime.
We are known for taking the complexity out of the financial planning process.
Who do we work with?
- Financially focussed Individuals and their families who are coming up to retirement
- Financially focussed clients enjoying a healthy retirement who have capital to invest or need to improve their income stream from their investments.
- Referrals from existing clients
- Executives of large companies
- Business owners
- Solicitors and Accountants
We aim to build long term relationships with all of our clients and also offer a Lifetime Cashflow Modelling service.
We are a Fee based financial planning service.
Our service is of great value to:
- Sophisticated clients who may still be currently working or running their own business, with a good level of current income and who have already started saving for their future.
- Clients already in retirement with a good level of investment and retirement funds.