Charlwood IFA - Independent Financial Advisers - Bournemouth

David Butler

Having moved to the area from Wales we decided to look for a local independant financial advisor. We arranged an appointment to meet Jon Tuck of Charlwood IFA and were impressed with his investment pension and tax knowledge and his openness and friendliness. He undertook a full financial review and sent us a report within 2 weeks and arranged a meeting with us to discuss in detail.
He explained in detail and made recommendations.So we appointed him to look after our finances.
Investment and pension transfers were actioned with Jon and his colleague Andrew Kemp taking the stress away and dealing with all communications with the other companies. They updated us at all stages. They quoted a fair fee and we look forward to a long working relationship with Charlwood IFA and thoroughly recommend them.
I have been a chartered accountant for 43 years and worked with many IFA'S many of whom chased for commission were not proactive and slow in responding to correspondence .
Really refreshing to find an engaging proactive efficient team at Charlwood.

Harvey Cartmell

Martyn, Jon, Andrew and Emily have been charming, thorough and professional throughout - moving investments from a far less professional local firm. We feel secure now that the investment portfolio is in Charlwood’s capable hands.

Andy Bache

I recently approached Charlwood to help consolidate some pensions and investments. Dealing with Jon has been very easy, he explains things well, made clear recommendations and has managed the process on my behalf. Any subsequent queries have been dealt with by Andrew quickly and efficiently. I would recommend.

Neil Glover

I discovered Charlwood in 2018 when looking to invest two pension pots. I was impressed by the returns they had been consistently achieving from their low to medium risk income portfolio. I also liked that they are Discretionary Investment Managers which basically means that they can react far more quickly to market changes. Eventually at that time I didn't do anything and I continued to work. However this year I have finally decided to take the plunge.

The process starts (at least it did for me) with an analysis of my finances and needs, culminating in a free financial report which includes recommendations.

My dealings have been with Martyn, Jon and more recently Andrew. Also not forgetting Amy. All have been absolutely excellent and I feel that I am in very safe hands.

Update October 2024

Well two years on and I have to say that I am delighted with how my investments have performed, particularly in the last year. Considerably better than expectations. Many thanks to Martin and his team.

Siobhan Rigby-Hall

When I first came to speak to Jon I was having issues with getting information about my pension and how it was being invested. As a dual citizen I needed some specific help. Jon has been clear and concise with his advice and has sorted everything out for me. I have since recommended him to two other friends. I am so happy to have found a financial advisor who listen to my concerns and explains his recommendations clearly. All of the staff are responsive and easy to deal with and I am happy to be dealing with such a professional group of people.

Peter Chennell

Having been disappointed by the service I got from one Financial Advisor, I responded to a mailing from Charlwood and felt more confident from the very first meeting.

I do not fall into the 'wealthy' group, and so what I had managed to accumulate throughout my working life probably had a disproportionate value to me.

One never knows who to trust at the start of any relationship, but my initial impression of Martyn and Jon and their team proved correct, and they have looked after me impeccably since, and the numbers speak for themselves in that the investments they make certainly do better than all relevant benchmarks. By a long chalk.

I am confident in recommending them.

Laurence K

From our first meeting with Martyn Charlwood in their offices, to the completed transfer of our pensions and other investments, the service has been professional. The initial review was easy to understand. Communications from both Jon and Andrew have been very quick and precise. The online platform to view the investments is very easy to navigate. Based on our experience so far, We have no hesitation in recommending Charlwood IFA – indeed we already have done so.

Paul Craven

We wanted to consolidate our various investments into one 'pot' and were attracted to Charlwood after a brief scan of the IFA's in our area, as they are a 'discretionary' IFA. After outlining our aims and detailing our investment portfolio via email we received a report explaining options for us.
We had a face to face meeting with Jon Tuck at the Westbourne office at which he explained things in more detail. We signed the paperwork and that was it. Very simple. We look forward to having a local company look after our investments.
The staff are responsive and polite. It is good to make a call without having to select endless 'options' and be kept on hold.