Charlwood IFA

Founded in 1988, Charlwood IFA provides wealth management services in Dorset and Hampshire. As Independent Financial Advisers, they offer a wealth management service with a focus on personalised solutions to assist clients in achieving their financial goals.
  • Investments
  • Wealth Management
  • Inheritance Tax Planning
  • Pensions and Retirement Planning
Size
Small
Phone
N/A
Website
charlwoodifa.com
Email
N/A
Locations
35 Seamoor Rd, BH4 9AE
01202768512
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Saltus
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Peter Harding Wealth Management
Peter Harding Wealth Management is a Principal Partner Practice of St.
Company Details
Charlwood IFA is operated by Charlwood Ifa Limited and is a Active company incorporated on 3 July 2003 with the registered office located in Bournemouth, Dorset. Charlwood Ifa Limited was registered 22 years ago.
Status
Active
Size
Micro
Directors
5
Age
22 years old
Employees
8
Turnover
Unreported
Total Assets
£771.1K
Cash in Bank
£361.64K
Total Liabilities
-£115.55K
Conor Sean Charlwood
Director • British • Lives in England • Born in Oct 2003
Martyn Charlwood
Director • Financial Adviser • British • Lives in UK • Born in Oct 1965
Miss Elsa Kate Charlwood
Director • British • Lives in England • Born in Jul 2001
Joanne Maria Charlwood
Director • British • Lives in UK • Born in Mar 1971
Mrs Joanne Maria Charlwood
Secretary • PSC • British • Lives in UK • Born in Mar 1971
Mr Martyn Charlwood
PSC • British • Lives in England • Born in Oct 1966
More information on Charlwood Ifa Limited
Teams
All
2
Support
1
Engineering
1
Emily Haynes
Administrator • Joined Mar 2020
Company Admin
Platform Specialist • Joined Mar 2020
Emily Haynes
Administrator • Joined Mar 2020
Company Admin
Platform Specialist • Joined Mar 2020