Financial Adviser Dorset

In this current economic climate of instability and sudden change, the importance of sage investment and financial advice cannot be understated. As an amateur, tackling the challenges and risks that come with investing can be overwhelming for some as well as being hugely time-consuming and draining. Should you be in need of the guidance of a financial adviser in Dorset, you can stand to benefit from our years of experience helping clients maximise their returns and strengthening their portfolios. What lies at the very core of our considered and concerted approach to wealth management and financial advice is what is known as Discretionary Investment Management.

A Discretionary Investment Manager is an adviser that has amassed a great amount of knowledge of the workings of financial markets as well as a sharp mind for trends, fluctuations, and opportunities. With the combination of intellect and practical experience of market conditions, these advisers can help a client’s portfolio to blossom and to weather financial storms should they arise. Clients, who may not be experienced or interested in investments or stock-markets themselves, are free to enjoy their spare time along the verdant Dorset coasts, knowing that their investments are being carefully and smartly managed. Having the foresight to predict changes, refrain from taking unnecessary risks, and safeguard against downward trends, are the most pivotal skills that our advisers have gained from years of practical experience. As a trusted and experienced independent financial adviser Dorset residents can receive the full benefit of our highly-trained Discretionary Investment Managers.

What sets Discretionary Investment Management apart from other methods of investment managing is the exceptionally high degree of experience and expertise in the field of investment and wealth management required in order to offer it to clients. As one of just 2% of independent financial advisers allowed to offer the service by the Financial Services Authority, Charlwood can provide you with the peace of mind that comes with knowing your wealth is in the hands of the most qualified independent financial adviser Dorset has to offer.

If you are looking for a specialised and experienced financial adviser in Dorset and wish to discuss how our services can benefit you, then contact us today so we can lay the foundations for a successful partnership.