Welcome to Bourne IFA

Bourne Independent Financial Advisers Limited is an independent, privately owned firm of financial advisers directly regulated by the Financial Conduct Authority (FCA). Our advisers have an average of more than 20 years' experience within the financial services industry and we advise a diverse range of clients.


New clients typically contact us following a referral, for which reason this website is primarily designed for existing clients accessing information in the client login area. However we are always happy to speak or meet with prospective clients on the following basis.

An initial meeting or telephone conference with a Bourne adviser will always be at no charge and without obligation. At the end of that meeting we should be in a position to describe in broad terms the service that may be appropriate and the general level of fees and charges that may apply. Detailed chargeable work will not be undertaken until a fee structure, which may include a fee cap, has been agreed and confirmed in writing.

Areas of advice for clients of Bourne
Portfolio or Investment Management
  • • ISA
  • • Unit trusts
  • • Bonds
  • • Offshore investments
  • • Specialist tax vehicles
  • • Shares
  • • Discretionary asset management
Retirement Planning and Pensions
  • • Personal Pensions
  • • Group or company schemes
  • • SIPP
  • • SSAS and other occupational pensions
  • • Annuities
  • • Life assurance
  • • Critical or serious illness
  • • Income protection
  • • Family income benefit
Other Specialist Areas
  • • Occupational pensions
  • • Inheritance tax planning
  • • Trustee investment

Bourne IFA Ltd is registered in England and Wales no. 04388533 Registered office, 7 The Windmills, St Marys Close, Alton, Hampshire, GU34 1EF.


Authorised and regulated by the Financial Conduct Authority. Bourne IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 502077

If you wish to register a complaint, please write to us via our contact form HERE or telephone 01420 590640

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.