Tuesday 23 April, 2024
Chartered Financial Planners in West Moors
Chartered Financial Planners offering independent financial advice to the West Moors community.
Meet your local independent financial advisers Howard Goodship, Stewart Sims-Handcock and Harry Goodship. We provide local financial advice so you understand your financial options.
Our Ringwood office won the 2023 Ringwood Business Awards for excellence in customer service. Call 01425 208490 for a free financial planning initial consultation.
Financial Advice in West Moors
Looking for local independent financial advice in Verwood, Ferndown, and Ringwood, West Moors?
Independent Financial Planning
Both Howard & Stewart have over twenty years’ experience in the financial services industry, and are qualified as Chartered Financial Planners, the highest industry qualification. Our independent financial advisers work with you, so you receive personalised financial advice on retirement planning, pension planning, investment planning or IHT advice.
Free Initial
Consultation
Our financial advisers offer all prospective West Moors customers a free initial financial planning consultation, so you meet your financial planning team, review our costs, and allow our advisers to understand your financial situation. We welcome West Moors residents to our Ringwood office, or we can meet in West Moors or online.
Joined up Local
Financial Advice
Our advisers often work with local West Moors solicitors and accountants, as we believe financial advice can complement and enhance the advice of other professional intermediaries. This allows West Moors customers to receive joined up legal, tax and financial advice. In 2023 our Ringwood office was delighted to win the Ringwood Business Awards for excellence in customer service.
We get clear advice that is easy to follow and we love the cash flow projection which gives a clear picture of where we are with our plans. So very pleased we made the transfer and the investments have proved fruitful and charges reasonable and fair. Thank you Howard and Lonsdale and much success for the future..We have no hesitation in recommending Howard.”
Howard first advised us on our retirement plans some years ago and we were delighted to meet him again on the opening of the Ringwood branch of Lonsdales. His friendly manner, experience and knowledge have been invaluable. We cannot recommend him highly enough.”
Absolute first class service. Regularly kept up to date with everything that matters. I have total confidence in Howard and the team and would highly recommend.”
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our Ringwood office on 01425 208490.
Meet your West Moors Financial AdvPlanning Teamisers
Find the Ringwood office
5 Fridays Court, High Street, Ringwood, Hampshire, BH24 1AB
Our chartered financial planners work with customers across Dorset and Hampshire, including West Moors. Our financial consultants will travel up to 20 miles from BH241AB to meet customers, which includes driving to meet West Moors residents in the BH22 postcode. If you are looking for a local independent financial adviser with a local financial planning office near West Moors, call our Ringwood IFAs on 01425 208490.
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Wednesday 27 September, 2023Lonsdale Wealth Management Ringwood office win customer service award
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Monday 17 April, 2023Understanding Investments-Hoping to retire within the next 5-10 years?
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Monday 9 January, 2023Howard Goodship, CFA Ringwood - End of tax year investment planning
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Tuesday 16 August, 2022Howard Goodship, IFA Ringwood -What investments protect you from inflation?
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Friday 5 August, 2022Understanding Investments: Business Owner’s Retirement Planning
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Friday 22 April, 2022Howard Goodship, IFA Ringwood - Saving tax through pension contributions
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Monday 10 January, 2022Howard Goodship, IFA Ringwood - What is the “right” level of risk?
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Tuesday 20 April, 2021Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions
