Inshore Independent Financial Advisers   278 Lymington Road   Highcliffe   Christchurch   Dorset   BH23 5ET

Inshore Independent Financial Advisers Ltd is directly authorised and regulated by the Financial Services Authority

	PFS Code of Ethics
	Combined Initial Disclosure Document (Key Facts about our costs and services)
	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

All assist us in providing a broad range of services.

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	Kathryn Charlwood	Paul Charlwood	John Craig
FPC
CeMAP
DipPFS
AF3
SV1
K10
K20
CF1
CF7
CF8
CF9
ER1
LLAA
G60
HR1
J01
J02
J04
J05
FA1
FA2
RO1
RO2

KEY to Advanced Financial Qualifications

CEMAP - Certificate in Mortgage Advice and Practice
DipPFS - Personnel Finance Society Diploma
AF3 - Advanced Pensions
FPC - Financial Planning Certificate
SV1 - Savings and Investment Paper
K10 - Retirement Options
K20 - Pension Investment Options
CF1 - Certificate in financial administration
CF7 - Lifetime Mortgage Exam
CF8 - Long Term Care
CF9 - Pension Simplification
ER1 - Equity Release
G60 - Pensions
HR1 - Home Reversion
J01 - Personal Tax
J02 - Trusts
J04 - Pension Funding Options
J05 - Pension Income Options
LLAA - Later Life Adviser Accreditation
FA1 - Certificate in Life Office Administration
FA2 - Certificate in Pensions Administration
RO1 - Regulation & Ethics
RO2 - Principles & Investment Risks