Call us on 01823 353970

Regional Advice

Independent Financial Advisers

Our head office is located in Taunton and to ensure we deliver our aim of providing one dedicated local adviser for life, we have advisers based across the Southwest. Each adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

We provide the following forms of advice in your area:

  • Investment advice such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice including Personal Pensions, Retirement Planning and Annuities
  • Savings advice such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice including Remortgages and Equity Release
  • Personal Protection advice such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice such as Home Reversion Plans and Specialist Advice
  • Business advice including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment