About Us...
We are a firm of independent financial advisers & Mortgage brokers based in Somerset, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritizing objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment or mortgage advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which, we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.
As part of our "Treating Customers Fairly" initiative, and our commitment to providing quality advice to all, we offer a free initial meeting with one of our FSA regulated independent financial advisers. This gives both parties the opportunity to get to know each other and decide if they are comfortable working together. Please either print off and bring along the free initial consultation voucher or ask us for further details.
We hope you find our site of interest and look forward to speaking to you soon where you will enjoy the benefits of speaking to an independent financial Adviser....
Need help?...For a FREE initial discussion fill out our enquiry form and we're happy to answer any questions!! Alternatively, call us now on 01278 439494
