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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


About Bill Perkins, Principal of Pine Lodge IFAs

 

 

Bill is the Principal of Pine Lodge IFAs and has been in Financial Services for over twenty years since first joining Hill Samuel in 1992. He is divorced with three children and lives in Westbourne.

 

Bill has been a member of Bournemouth Chamber of Trade and Commerce (BCTC) since 1999 and was President in 2002 and 2006.

 

He is a Deputy President and Publicity Officer of the Bournemouth Insurance Institute, the local branch of the Chartered Insurance Institute and also manages their website. Bill attained CII Diploma in 2009 and is now studying to attain Chartered status. Bill is qualified to give advice on Equity Release and Long Term Care

 

He runs the Chamber Golf Society – sadly his enthusiasm for golf is not reflected in his handicap of 21.


Note by clicking the Chamber of Trade link below you are leaving a regulated site




 

client_agreement_pine_lodge_ifas__201605.pdf
Client Agreement
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About Us

Our offices are in Westbourne, however we really do understand how difficult it can be for working parents to attend a meeting there, so we are  more than happy to visit your home or office, day or evening to fit in with your lifestyle.


How we can help

We offer a whole of market service for:

✔ MORTGAGES**
Residential and Buy to Let*, Equity Release.
✔ PROTECTION
Family Protection, Income Protection
and Mortgage Protection.
✔LONG TERM CARE
✔ RETIREMENT
Personal Pensions, Small Company Schemes,
Drawdown, Impaired Annuities
and Open Market Options.
✔ INVESTMENT
Savings, ISAs / Unit Trusts,
Bonds and Portfolio Construction,
Inheritance Tax Planning, Ongoing Monitoring and Reporting.
The Benefits of Becoming our Client

We want all our clients to benefit from our financial planning service in the following ways:
✔ Feel in control of their financial situation.
✔ Be clear and informed about their options.
✔ Manage their cash flow.
✔ Use their money effectively.
✔ Reduce their tax liability.
✔ Have a knowledgeable adviser to turn to
whenever the need arises.
✔ Obtain regular and / or relevant financial reports.
✔ Feel confident in the service we offer.