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.







   Cost of Services

   Financial Planning Steps

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Wealth Management and Holistic Financial Advice

As a person who has worked hard to build up your assets over time, you've already proved yourself a wise investor. If you're now looking for professional advice on the best way to protect or maximise your investments, we can help.

• Our emphasis is very much on providing you with a personal service, with expert advice that takes your unique circumstances into account.



• We will commit to looking after your financial affairs for the long term and not just one off transactions.



• We will agree on how often you require a financial review and we will contact you regularly to keep you up-to-date. We are also available at any time if you need to contact us.



• We will advise you on the best way to achieve your aims and ambitions and help you plan for your long term goals. Our approach is highly tailored and specific to each of our client’s individual needs.



• When we talk about financial plans, we do not mean lengthy actions plans but rather a number of central objectives or ideas that continually evolve through ever changing personal, economic and political circumstances.



• We will help you manage your investments, savings and pensions and tax considerations in the most tax efficient manner.



• We aim to combine trustworthiness with innovative solutions and value for money.

We appreciate that you want to get on with your life without undue worry over investments, pensions and inheritance tax. To that end, we have developed several different levels of service and we will agree which is most suited to your needs at our initial meeting.

Platinum Service

This ‘Bespoke’ service will be completely personalised to fit your own individual requirements.

Gold Service

• Unlimited adviser access via phone, email



• Bi-annual face to face client meeting



• Bi-annual consolidated valuation



• Portfolio rebalancing



• Optional quarterly courtesy call



• Financial details maintained/updated on client management system



• Quarterly magazine



• Tax facts and budget report

Silver Service

• Annual face to face client meeting



• Annual consolidated valuation



• Adviser access by phone, email



• Access to office administrator



• Financial details maintained/updated on client management system



• Quarterly magazine

What will it cost me?

At your free initial consultation we will discuss your needs and we will agree the rate we will charge before beginning work.

The Financial Services Authority does not regulate tax advice.