FTA Financial & Wealth Management Limited

: 67 Poole Road, Bournemouth, Dorset, BH4 9BA

: FCA Number: 764631

FTA Financial & Wealth Management Limited, with FCA registration number 764631, is a trusted financial services firm located on Poole Road in picturesque Bournemouth, Dorset. With a diverse array of expertise including life insurance, investments, pensions retirement advice, and final salary pension transfers, they provide comprehensive financial planning solutions. Serving clients across Dorset and surrounding areas, their approachable experts are dedicated to helping individuals and businesses navigate their financial journeys with confidence. FTA's commitment to regulated advice and tailored services underpins its strong reputation as a preferred name in the financial sector. Experience financial peace of mind with FTA Financial & Wealth Management's proficient service.

Their team includes one financial adviser. Check FCA registration here.

FTA Financial & Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to FTA Financial & Wealth Management Limited from the Motorway

From M27,
take the exit towards The New Forest / A337 / Lyndhurst.
At the Cadnam Interchange, take the third exit onto B3079.
Turn left onto Roger Penny Way / B3078 and continue to follow B3078.
Make another left turn to stay on B3078.
Merge onto A338 via the ramp going towards A31 / M27 /Ringwood / Bournemouth / Southampton.
Continue straight to stay on A338.
At the roundabout, take the third exit onto the A31 ramp towards Wimborne / Bournemouth / Christchurch / A338.
Merge onto A31.
Take the ramp leading to Christchurch.
Merge onto A338.
Keep right to continue on Wessex Way / A338.
At the roundabout, take the second exit and stay on Wessex Way / A338.
At the Bournemouth West Roundabout, take the second exit and stay on Wessex Way / A338.
At the County Gates Gyratory, take the first exit onto Seamoor Road.
Turn right to stay on Seamoor Road.
Then turn right onto Poole Road; your destination will be on the right.

List of advisers under FTA Financial & Wealth Management Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.