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
Trustees
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.