Unit 3, Pine Lodge
12 Westbourne Park Road
Bournemouth
BH4 8HG
Telephone 01202 766348
Mobile: 07885
674847
Email:bill@ifa.eu.com
Unit 3, Pine Lodge
12 Westbourne Park Road
Bournemouth
BH4 8HG
Telephone 01202 766348
Mobile: 07885
674847
Email:bill@ifa.eu.com
Discovery
Research
Presentation & Arrangement
Regular Reviews &
Reports
Contact us for an inital meeting
which will be at our expense, day or evening, at your home or
office
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