Welcome to Bourne IFA

Bourne Independent Financial Advisers Limited is an independent, privately owned firm of financial advisers directly regulated by the Financial Conduct Authority (FCA). Our advisers have an average of more than 20 years' experience within the financial services industry and we advise a diverse range of clients.

 

New clients typically contact us following a referral, for which reason this website is primarily designed for existing clients accessing information in the client login area. However we are always happy to speak or meet with prospective clients on the following basis.

An initial meeting or telephone conference with a Bourne adviser will always be at no charge and without obligation. At the end of that meeting we should be in a position to describe in broad terms the service that may be appropriate and the general level of fees and charges that may apply. Detailed chargeable work will not be undertaken until a fee structure, which may include a fee cap, has been agreed and confirmed in writing.

Areas of advice for clients of Bourne
Portfolio or Investment Management
 
  • • ISA
  • • Unit trusts
  • • Bonds
  • • Offshore investments
  • • Specialist tax vehicles
  • • Shares
  • • Discretionary asset management
Retirement Planning and Pensions
 
  • • Personal Pensions
  • • Group or company schemes
  • • SIPP
  • • SSAS and other occupational pensions
  • • Annuities
Protection
 
  • • Life assurance
  • • Critical or serious illness
  • • Income protection
  • • Family income benefit
Other Specialist Areas
 
  • • Occupational pensions
  • • Inheritance tax planning
  • • Trustee investment

Registered Company: Bourne Independent Financial Advisers Ltd Registered in England and Wales Number 04388533 Registered office: 7 The Windmills, St Marys Close, Alton, Hampshire, GU34 1EF

Authorised & Regulated by the Financial Conduct Authority 502077