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
The Team
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Darryl Charlwood DipPFS Managing Director   |
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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), and is one of the few advisers locally who 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 and Long Term Care.
Darryl is married with two daughters enjoys horses, boats, keeping fit and has a black belt in Aikido. |
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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 qualifi cations. 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. 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 DipPFS 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. He has achieved the Diploma in financial planning provided by the Chartered Insurance Institute (CII) and continues to attain professional qualifications to support his advice in these areas.
Phil is married with two daughters, has a great interest in most sports and is a big Spurs fan! |
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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 on the management development scheme and as branch administrator.
Arlene is Company Secretary and director and is responsible for all the financial administration of the company. |
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John Craig Administrator |
| John has a back ground in Banking, working for Lloyds TSB for many years. He has also worked for the Inland
Revenue and gained valuable administrative experience over the years. He has passed his Certificate in Financial Administration and is studying for further qualifications. John is a diligent conscientious employee who takes great pride in his work and excels at customer relations.
John is married with a daughter enjoys spending time with his family outdoors. |
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Kathryn Charlwood DipPFS Financial Adviser |
| Kathryn has worked in financial services since 2002. She worked for Standard Life Assurance Company for several years before
becoming an Independent Financial Adviser in 2006. Kathryn advises in all areas of financial planning and holds the Diploma in Financial Services.
She specialises in advising on elderly client matters, specifically care fees planning. She is a member of the Personal Finance Society and also
the Society of Later Life Advisers. She holds the Advanced Pensions qualification as well as being recognised as a Later Life Endorsed Adviser.
Kathryn has two young daughters who keep her very busy out of the office! |
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Paul Charlwood Financial Adviser |
| Paul has worked in Financial Services for over 20 years. Paul specialises in all types of residential mortgages
including equity release. Paul is also a Later Life Endorsed Adviser and member of the Society of Later Life Advisers where
he lends his expertise of the equity release market to those requiring funding for care fees using the value tied up in their
properties.
Paul is a keen golfer and much to the dismay of his wife, Kathryn, an enthusiast for all sports! | |