Alexander Price with Anette Heatherton-Geairns FPC
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Investment Advice
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Retirement Planning
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Long Term Care Planning
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Protection and Life Assurance
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Estate and Inheritance Tax Planning
We all understand how important it is to plan for the future, not just for ourselves but also for our families. However, what is equally important, is that we do not forget the needs of today. Successful investing is like a journey, with a map to follow.
I have lived in beautiful Dorset for just over 20 years, and I have been working in the financial services industry for the last 9 years. I am an Independent Financial Adviser (IFA), and that means that I am able to select from all products available in the market place – making sure you get the right solution for your individual needs. I work with private individuals, and small to medium sized companies.
I am regulated by the Financial Services Authority, and I'm required to provide planning & advice best suited to your personal requirement, based on your unique circumstances and your attitude towards risk. That means, I have to gain a full understanding of your goals before helping you choose any financial product or solution. I bring clarity, focus, and I take into account benefits provided, charges, flexibility, service and financial strength before making a recommendation. In addition, I will provide written reasons explaining why the investment was right for you to make sure that you are fully informed before committing yourself to anything.
Anette Heatherton-Geairns FPC
Independent Financial Adviser
Alexander Price Limited – Independent Financial Advisers & Planners
- 20 West Borough, Wimborne, Dorset, England. BH21 1NF
- Tel: +44 (0)1202 840900
- Fax: +44 (0)1202 840880
- Email Anette on this link
- Website: http://www.alexanderprice.co.uk (New Window)
Alexander Price Limited is registered in England. Company Registration Number 2864178. V.A.T. Registration Number 864431421

