Breward Financial Planning - Bournemouth

Tina W.

Great service. Craig from Breward Financial Planning took plenty of time and effort to understand my financial needs and work out how best to meet them. He explained everything in a way I could understand, and never put me under any pressure to make a decision. Craig takes the time to build a relationship, which was very important to me.

Helen B.

Very welcoming, Craig was great at explaining things in a way that I could understand, enabling me to have a clear picture of my financial position. His advice was solid and helped me to make the best decision for my financial future, with his expert advice. Thank you Craig for taking the time & care to sort out my financials for the future. Loved the way you made me feel a part of the Breward financial planning family, knowing I can give you a call if I need to.

Edward H.

I was recommended Craig by a friend. From the start it was clear it was the right decision. Compared to other FA’s I have talked with, he focused solely on my individual capitol growth, as opposed to charges and fees others FA’s started with.

Through the short time we have worked together, my financial education has come a long way, and he has helped me build financial structure.

The long and short of a financial advisor is to help plan and advise your future with pensions and investments; Craig has exceeded my expectations in just 8 months.

Michael W.

Prompt, Informative and Professional is how I would describe the service received from Breward Financial Planning. I had never invested cash before and was baffled by what route I could go down. After my initial chat with Craig, he fully understood what I was trying to achieve with my investment and explained my options in a really simple but informative way. His sensitivity and attention to detail meant I could make a sensible decision for my cash investment.

Gareth W.

Right from the very beginning, the Breward Financial Planning team was quick to understand our financial position and provided us with advice which will add value to our current activities. Craig patiently explained every step of the process in a way that was easy to understand and provided us with a sense of reassurance that we are in capable hands.

Bev C.

I have never been one to look too far ahead, live for now kind of attitude ……..however……after a chat with Craig this made me understand the importance of looking ahead financially. Thanks to his patients, professionalism and excellent explanations, he has made financials easier for me to understand and realise it’s not too late for me to think ahead. I would highly recommend anyone just have a chat with Craig …..it’s well worth it !

Jadie C.

A very friendly and sensible approach to explaining financial services simply. I would recommend to anyone in the Bournemouth area looking for advice on mortgages, pensions or investments.

Tracy M.

Craig took time to really listen and understand my financial needs and helped to surface other positive considerations that I hadn’t even thought about. Recommended