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How can Inshore Independent Financial Advisers help you?

We are Independent Financial Advisers to the Dorset and Hampshire region. Are you fed up with being treated like a number and dealing with different people? Do you want to be treated like an individual and build a long term relationship with your adviser? If you value face to face meetings and a service tailored to you needs then ask us for an initial meeting, at our expense, where we can explore the opportunities for working together.

We may ask you a lot of questions but we will listen to your answers and as independent financial advisers we can help you with a wide range of solutions from protecting your family to preserving your estate from Inheritance Tax. Our team of professional advisers can see you in your own home or alternatively we have offices in Highcliffe and Wimborne Dorset. We also have office facilities in Brockenhurst Hampshire providing independent financial advice in the New Forest, and at Swanage.

We provide Independent Financial Advice on:

  • Wealth Management and Investments – making your money grow
  • Inheritance Tax Planning – preserving your estate for your family
  • Pensions – providing an income for retirement
  • Equity Release – utilizing the value of your home
  • Funding the cost of Long Term Care
  • Life Assurance & Critical illness – providing for your family in the event of death
  • Mortgages – financing your home

Wherever you are in life it is never too early or too late to ask for financial advice. Whether you are just starting your career and thinking about buying your first property or have a young family and need to protect their financial security, or you may have been successful and need advice on preserving your assets or mitigating them from Inheritance tax. Whatever the reason please give us a call today for a no-obligation chat.

our commitment to you

commitment

  • To listen
  • To be open and honest
  • Communicate clearly
  • Treat all clients with respect
  • Continually strive to improve the service we offer

Get in touch

Highcliffe office 01425 282 181
Wimborne office 01202 802 339

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Download eSmart Money Magazine

eSmart Money November – December 2017 Packed with articles about personal finance, eSmart Money is published every other month.

Download the latest copy: eSmart Money November – December 2017

Testimonial

“My experience over several years as an Inshore client has been peppered with incidents that show just how hard you are prepared to work to support your clients and their interests, even though this means Inshore expends effort beyond that one could either ask or expect and for which there is no direct recompense.  Today was just another incident that demonstrates you are different and better than many others in your sector.”

John Pearson, Lymington

News

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Join our team as a trainee Paraplanner

We are now looking to expand our administration team with a new trainee Paraplanner/PA. You must enjoy working as part of a team and have previous financial services experience. Click here for…
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London. E14 9SR. Tel 0800 023 4567 or 0300 123 9 123. Website www.financial-ombudsman.org.uk.