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About Us

As Independent Financial Advisers based in Christchurch we provide advice to Hampshire and Dorset. We are here to provide you with financial freedom and security to enable you to achieve your dreams and ambitions. There are hundreds of journeys with many different destinations.

So if you are looking to create wealth or preserve what you have already, we will show you how to make really effective use of your money, using tax efficient investments, and how to protect your plans for the future.

What you can expect from us:

  1. You will develop a much clearer financial understanding of your finances
  2. You will enjoy your life and your retirement free from financial worry
  3. Your financial wealth will be protected
  4. You will avoid unnecessary tax penalties
  5. You will have a personal future plans unique to you
  6. You will be able to make informed decisions based on clear and simple information
  7. You have a better understanding of pension and investment options
  8. You will achieve your objectives with careful planning
  9. We will help you to translate this complexity into a clear path for you to follow
  10. We will listen to you to understand your values and aspirations
  11. We will support this planning with clear action plans
  12. We will support you ‘On Time, Every Time, Exactly As Promised’
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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

Expertise

Inshore IFA are committed to an ongoing programme of professional qualifications and staff development in order to give our customers the expertise they need and the service they deserve. More information on the staff qualifications we hold is given on our expertise page.

Meet our Team

Visit our Team page to find our more about all the directors, advisers and administration staff of Inshore including their personal profile and areas of expertise. Team page >

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