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.
The Team
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Darryl Charlwood DipPFS Managing Director |
| Darryl has been in the financial services industry since 1986 and formed Inshore in 2003 with the aim of providing first class advice combined with superior client service. He has achieved the Diploma in financial planning provided by the Chartered Insurance Institute (CII), which include the specific equity release qualifications and has attained an accreditation from the Financial Services Skills Council as a later life adviser. This is a qualification given as a way of recognising financial advisers with the enhanced specialist skills, knowledge and empathy needed to work specifically with older clients.
Darryl specialises in tax efficient Investment & wealth management, Inheritance Tax planning, Long Term Care, and Equity Release. Darryl covers the Highcliffe office in Christchurch and the Brockenhurst office in the New Forest as well as the rest of Dorset and Hampshire. Darryl is married with two daughters and his interests are martial arts and boats.  |
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Mark Rawlings DipPFS Director |
| Mark has worked in the Financial Services Industry since 1985. Mark joined Inshore Independent Financial Advisers in 2005 as a Director and strives to provide high quality advice based on his knowledge and experience which is demonstrated through continued achievement of professional qualifications. In accordance with the company’s philosophy in striving to achieve and maintain high standards Mark has achieved the Diploma in financial planning provided by the Chartered Insurance Institute (CII). Mark covers the Highcliffe office in Christchurch and the Swanage office as well as the rest of Dorset and Wiltshire.
Mark specialises in advice to high net worth clients and has the specialist pension qualifications to advice on Pension Options pre and post retirement. Additionally he advises on Investment and Portfolio Planning, Inheritance Tax Planning, Long Term Care, and Lifetime Mortgages. Mark also spends time assisting the local Citizens Advice Bureau in being the first contact for generic advice in such areas. Mark is married and has two sons. His interests are football and sailing. |
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Phil Kasper Associate Director |
| Phil has worked in the Financial Services Industry since 1993 and specialises in advice to clients on areas such as Equity Release, Personal Protection, Pension Planning, Mortgages and Investments. Phil joined Inshore Independent Financial Advisers in September 2004 and continues to attain professional qualifications to support his advice in these areas and is currently working his way towards obtaining his diploma. | |
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Arlene Charlwood Director / Company Secretary |
| Arlene has worked within the Banking and Finance industry since 1986. This includes valuable experience gained whilst working at Lloyds TSB. Arlene is Company Secretary and director and is responsible for all the financial administration of the company. | |
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Bex Smith Office Manager |
| Bex joined Inshore IFA in August 2007 from Scottish Equitable and has worked within financial services since 2000. | |