Contact

Financial Adviser in Bournemouth

Brian Munroe

I am an independent financial advisor in Bournemouth, Dorset and have worked as a financial advisor for almost 30 years. I have gained a wealth of experience working with both large global financial institutions and smaller regional adviser businesses.

My areas of specialty include Retirement Planning, Pensions, Investments and Savings Strategy, Family Protection, Inheritance Tax Planning and Company Pensions and Group Benefits.

I believe that each client’s needs are different and with this in mind I strongly believe that it is essential to help create individual financial goals and objectives which are regularly reviewed and continually updated, to cater for the changing needs of the individual and their families. All of which are designed uniquely for the individual/organisation, via a fully independent (non-restricted), whole of market, unbiased process in every meeting.

I have always enjoyed working with people and to naturally create lasting working relationships with clients/organisations.

If you would like to discuss your personal financial goals and objectives, please get in touch. Your initial meeting is completely free of charge and is available either by telephone or a face-to-face meeting.

If you are looking for an experienced independent financial advisor in Bournemouth, please get in touch via my contact information above or call 0344 41 42 744 to book your free initial consultation.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance