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Unit 3, Pine Lodge

12 Westbourne Park Road

Bournemouth

BH4 8HG


Telephone 01202 766348

Mobile: 07885 674847

Email:bill@ifa.eu.com


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e a s y  s t e p s   t o

. . . . .Financial Peace of Mind. . . .


Discovery

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Research


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Presentation & Arrangement


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Regular Reviews & Reports

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Confused? Jargon difficult to understand? Too many choices?

Contact us for an inital meeting which will be at our expense, day or evening, at your home or office


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We recognise that all of our clients have precise requirements that need an individually tailored solution.We will work with you to get to know you and to understand your situation before searching the whole of the market for the  product or service that we believe best meets your needs.

Our aim is simple - to provide easy to understand independent financial advice to everyone whether this is investments, pensions, protection, equity release, long term care, inheritance tax planning or mortgages.

Initial meetings are at our expense

Pine Lodge IFAs operate on a fee basis for regulated investment products and commission for non investment based products such as some types of life assurance.

This site is intended for UK residents only.

Cookies are not used on this website.
Please read our cookies & privacy policy for information on how cookies may be used and how to restrict their use.

 

Your home is at risk if you do not keep up repayments on a mortgage or any other loans secured on it
*Buy to Let mortgages, Trusts, Tax Advice  and Tax  Planning are not regulated by the Financial Conduct Authority.. **Typical Mortgage fee £150, Equity Release £500

William Perkins T/A Pine Lodge IFAs is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority


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Cookies & Privacy Policy
pine_lodge_ifas_user_terms.pdf
Pine Lodge IFAs User Terms