Achieve your Goals with Expert Independent Financial Advice
The Chatsworth Practice is a highly esteemed, family-run Independent Financial Advice firm that has been providing expert financial services since 2006. Founded by David Skinner, who brings over two decades of experience in Investment and Pension advice and management, the firm has grown into a trusted family business. Our clients appreciate the importance of personal service and long-standing relationships, often referring us to friends and family.
Our team specialises in providing Independent Financial Advice in areas such as Investments, Pensions, Annuities, Mortgages, and Insurance. Based in Bournemouth, we are proud to serve clients from various geographical areas, offering our expertise in a face-to-face setting at our Bournemouth Head Office or at a client's home or business.
Our Services
_Investment & Pension Advice_
As an Independent Financial Adviser, we recognise that each client's circumstances are unique and require a custom approach. Our tailored Investment and Pension portfolios cater to clients' individual investment preferences, aligning with their values through Environmental, Social, and Governance (ESG) criteria.
Our expert Independent Financial Advisers utilise independent research to carefully select a diverse range of funds, continuously monitoring clients' investment portfolios to make any necessary adjustments and ensure maximum return on their financial investments.
_Mortgage Advice_
Securing the best mortgage for your needs can be a daunting task. Our Independent Financial Adviser - Mortgage Specialist takes the time to assess your overall financial position and conducts thorough independent research before providing tailored Mortgage Advice. From application processing to a satisfactory conclusion, we are committed to helping you make the most informed decision and navigate the complex world of mortgages effortlessly.
_Insurance Advice_
Life Insurance, Critical Illness Insurance, and Income Replacement Insurance are integral components in minimising risk for you and your loved ones. Our Insurance Advisers invest significant time in understanding your unique circumstances. Independent research ensures recommendations align with your situation, and our dedicated team manages applications from start to finish, ensuring you receive the best possible coverage.
_Pension Advice_
Pensions are an intricate area, and our expert Pension Advisers specialise in structuring your retirement planning as a whole. Our Pension Advice ensures your retirement goals are met and your financial needs are addressed as they evolve over time. With a continued focus on Independence and long-lasting personal relationships, our clients can rely on their future financial security.
_Ongoing Financial Advice_
At the Chatsworth Practice, our clients value the ongoing, trusted relationships they build with our advisers, often lasting decades and spanning several generations. Our continued support helps clients work towards their financial objectives; whatever stage of life they are in.
Overall Experience
The reviewer had a very positive experience with David at the Chatsworth Practice, who exceeded their expectations in securing a mortgage.
Initial Impressions
David was found to be impressive from the start, unlike a previous mortgage broker who was dismissive of their needs.
Personalized Service
The reviewer appreciated David's attentive listening and ability to understand their situation, which led to him presenting three viable options and a recommended solution.
Efficiency and Smooth Process
The entire process from start to finish was described as "extremely smooth and efficient", making it a stress-free experience.
