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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.


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    How diversification provides less risky returns

    How diversification provides less risky returns. Currently the markets are in a state of flux-economic data is appalling but that’s to be expected given that much …READ MORE
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    Superior performance in both falling and rising markets

    Superior performance in both falling and rising markets. It’s reasonable to say investment markets have had their fair share of up’s and down’s over recent years....READ MORE
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    October Storms

    October Storms After a relatively calm September, the financial markets were hit by October storms. Since the 1st October, the main UK and European stock-markets have …READ MORE
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    Small is beautiful when it comes to fund management

    Small is beautiful when it comes to fund management. We are repeatedly asked, “How do you manage to provide superior returns to many multi-national institutions offering …READ MORE
  • It’s not just about making money, it’s holding onto it

    It’s not just about making money, it’s holding onto it

    It’s not just about making money, it’s holding onto it. The recently released BofA Merrill Lynch Global Fund Manager Monthly Survey shows fund managers’ overweight position …READ MORE
  • News Update January 2018

    News Update January 2018

    Who offers the best wealth management service?... We do of course! The two key ingredients of any wealth management offering are cost and investment performance. Investment …READ MORE
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Rated Best Business

  • The keenly awaited budget was announced on Wednesday 3/3/21. An in depth summary of the content is covered in our digital budget guide. Internally we will be reviewing any implications but please feel free to contact us with any questions or queries. Read more ...

Charlwood IFA Ltd

35 Seamoor Road, Westbourne,
Bournemouth, BH4 9AE
Tel: (01202) 768512

Office Facilities

73 High Street, Lymington, Hampshire SO41 9ZA
23a Spencer Road, New Milton, Hampshire BH25 6BZ

Contact Us

Charlwood IFA is a trading style of Charlwood IFA Ltd which is authorised and regulated by the Financial Conduct Authority. Charlwood IFA Ltd is Registered in England; Registered No: 04820268.
The guidance and/or content within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Telephone calls to and from Charlwood IFA may be recorded for quality, security and training purposes. Copyright © 2020 CharlwoodIFA. VAT No. 141 8758 95. Privacy Policy