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Fareham
Self Employed local friendly Mortgage and Insurance adviser. 25 Years industry experience and fully qualified CeMAP/CeRER & FPC. Have worked for product providers in past so familiar with different systems and requirements. I am happy to have an initial discussion/meeting free of charge to see how I can help with your requirements or advise you a plan of action if, for any reason, I can not help.
Fareham
I offer bespoke personal financial planning to individuals. An initial meeting is without charge and gives both the client and myself the opportunity to discuss future plans and also to decide whether or not we want to work together. This is highly important as I aim to build relationships with my clients. I specialise in longer term investment planning, including inheritance tax planning.
Fareham
When it comes to managing your finances we want to help give you the peace of mind that you are making the right choices for you and your family. We want to help you achieve your goals both today and in the future. To put it simply, our sole aim is to provide tailored advice and support to create the financial plan you need to live the life you want. We have a friendly and motivated team of over 20 staff, working with loyal clients who regard us as a safe pair of hands and are happy to recommend us to their friends and family.
based on 74 reviews
The average rating for Bark Financial Advisors in Fareham is 4.97, based on 74 reviews.