Inshore Independent Financial Advisers 278 Lymington Road Highcliffe Christchurch Dorset BH23 5ET
Inshore Independent Financial Advisers Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Services Authority.
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PFS Code of Ethics |
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Combined Initial Disclosure Document (Key Facts about our costs and services) |
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Client Agreement Terms & Conditions Of Business |
About Us
As Independent Financial Advisers, we are able to help clients choose the very best and most competitive products from the whole marketplace. We use the latest technology to research and source the very best products for our clients.Established professional relationships with:
- Solicitors
- Will Writers
- Accountants
- Leasing & Asset Finance Brokers
- General Insurance Brokers
Expertise
Inshore IFA are committed to an ongoing programme of professional qualifications and staff development in order to give our customers the best service and advice.| Darryl Charlwood, DipPFS | Mark Rawlings, DipPFS | Phil Kasper |
Rebecca Smith | |
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KEY to Advanced Financial Qualifications
CEMAP - Certificate in Mortgage Advice and Practice
DipPFS - Personnel Finance Society Diploma
FPC - Financial Planning Certificate
SV1 - Savings and Investment Paper
K10 - Retirement Options
K20 - Pension Investment Options
CF7 - Lifetime Mortgage Exam
CF8 - Long Term Care
CF9 - Pension Simplification
HR1 - Home Reversion
J01 - Personal Tax
J02 - Trusts
J04 - Pension Funding Options
J05 - Pension Income Options
LLAA - Later Life Adviser Accreditation