Savings & Investments

Whether it’s your existing holdings or you wish to discuss something new, we can guide you through your options and be with you every step of the way being financial advisors in Bournemouth. The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Retirement Planning

Maintaining your existing standard of living in retirement is most people’s goal. Whether you are yet to start planning, have some plans in place or retirement is fast approaching, we can offer suitable advice individual to you.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Our financial advisors in Bournemouth can answer any questions you may have.

Mortgage Squared is a part of Openwork UK, who are the largest Financial Adviser network in the UK. This means we can also offer you the opportunity to discuss your Investment and Pension needs with an experienced specialist. 

Financial calculators and helpful guides

Financial calculators

Our mortgage calculators are there to help you get your head around all the figures.

Helpful guides

Sometimes we can get inquisitive and want to know more so here are some guides to help you.

Protection

Protecting your future is always a great idea. Please feel free to contact us for details.

Stamp duty

You must always factor in stamp duty when considering how much deposit you need to buy a house.

CALL US NOW TO START SAVING

We are a friendly, helpful team of expert financial advisors and would love to assist you.

We are a friendly, helpful team of expert financial advisors in Bournemouth and would love to assist you.