Charlwood IFA
charlwoodifa.com Layer unknown
Charlwood IFA is a UK independent financial adviser and discretionary investment manager based in Poole, Dorset, serving private clients with investable assets. It provides wealth management, investment, pension and inheritance tax planning services.
Charlwood IFA is an asset manager headquartered in Poole, United Kingdom, founded in 1988.
“Acting in our capacity of Independent Financial Advisers and Discretionary Investment Managers we offer a truly impartial, boutique wealth management service with your best interests at the heart of everything we do.”
— Charlwood IFA, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Poole, United Kingdom
- Invests in
- United Kingdom
- Founded
- 1988
Where this comes from
Every fact above was read from a page Charlwood IFA publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://charlwoodifa.com/name, is_investor, type, hq_country, hq_city, thesis_quote, description, founded, status
- https://charlwoodifa.com/services/investments/invests_in_geographies
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Record 19522 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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