Plan for a stable financial future. Choose DJW Financial Services in Bournemouth as your independent financial adviser and enjoy friendly, tailored, cost-effective advice.
thebestof Bournemouth
Independent Financial Advisers
DJW Financial Services
Bournemouth 01202 426208
Deborah Rogers, Independent Financial Adviser APFS, Certs CII (MP & ER)
Deborah Rogers of DJW Financial Services in Bournemouth is committed to providing a caring and professional service.
Developing long term relationships with her clients and guiding them through the different phases of their lives, she offers independent financial advice on:
- Investment advice and investment planning (short term and long term)
- Pension planning (including income drawdown and annuity advice)
- Retirement planning
- Inheritance tax planning
- Life assurance
- Mortgages and equity release schemes
- Taxation and taxation planning
- Savings.
With a high level of knowledge and experience (Deborah was the guest lecturer at Poole and Bournemouth College, lecturing in financial qualifications to financial advisers), she is one of a very few female independent financial advisers in the Bournemouth area.
Deborah Rogers at DJW Financial Services is regulated by the Financial Services Authority.
For clear, practical financial advice with NO jargon, call Deborah on Bournemouth 01202 426208.
Retirement planning
DJW Financial Services can help you decide on the best financial planning for your retirement . This will include advice on how to build up solid pension funds and outlining the choices available to you when you've reached your chosen retirement age.
Deborah will look at your pension options and discuss the best annuity rates available.
She will also explore income drawdown, and look at retirement planning as an important part of your overall financial strategy.
Savings and investments
Investments should reflect your short term and long term objectives. No two clients are the same, so Deborah will take the time to discuss your needs and requirements before recommending the best way of maximising your savings.
She will always consider the best options for growing your capital and taking an income from your investments where possible.
Please note that the value of investments can rise or fall as can the income derived from them. Past performance does not guarantee future growth or income and you may not get back the full income invested.
Inheritance tax planning
There are a number of ways to minimise your inheritance tax liabilities.
Start to plan now for your children and grandchildren's future by talking to an independent financial adviser who speaks plain English and will explain your options clearly.
"We develop long term relationships with our clients and we like to improve their knowledge so that they can understand their investments and make informed decisions regarding these."
Deborah Rogers, Independent Financial Adviser, DJW Financial Services.
Life assurance
DJW Financial Services will ensure that you have the right level of protection in place to cover you for every eventuality - unemployment, illness or redundancy.
With clear, tailored independent financial advice, you'll be able to plan for your future and make sure that you and your family are looked after for life.
Contact us:
Call DJW Financial Services on Bournemouth 01202 426208.
Visit the website .
Please mention thebestof Bournemouth when you contact us.
thebestof Bournemouth
Independent Financial Advisers
DJW Financial Services
Bournemouth 01202 426208