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Bodie Dove

Bodie Dove

Chartered Financial Planner

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Dorset

About me

I’ve always enjoyed problem solving and I take a personal approach to finding solutions that provide a genuine, positive change to my clients. I am passionate about attaining the best approach to help each client understand and then take control of their finances so that they can create a plan to fund their future goals. I like to think of myself as the satnav helping them to get from point A to Z on their financial journey.

The Financial services industry is a very daunting area for a lot of people and it’s my job as an adviser to tailor my advice and make it easy to understand for every client. I also currently run free financial education workshops in local schools to help the next generation to better understand financial matters and breakdown some of the jargon.

Outside of work, my life revolves around my wife and daughters, whether it’s doing the school run, paddle boarding or joining in with their taekwondo lessons I love being a hands on dad.

My details

I like helping people on:

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Pension transfers

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Investment guidance

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Inheritance planning

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Pensions - I’m approaching retirement

My qualifications:

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Chartered Financial Planner

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Certificate in Mortgage Advice

My charging model:

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Fixed £ fee