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Financial Advice Bath

Independent Financial Advisers Bath, Somerset

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

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 TO CLIENTS IN THE BATH area:

  

     

  • Savings & Investments
    Bath, Somerset

    Whether you plan to save monthly and/or invest a lump sum, there are many products to choose from.

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  • Pensions & Retirement
    Bath Somerset

    It is important now more than ever to ensure we are making adequate financial provision for retirement.

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  • Mortgage Advice
    Bath Somerset

    We are fully qualified Independent Mortgage Brokers. We provide advice based on your specific needs.

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  • Insurance & Protection
    Bath Somerset

    Peace of mind for you and your family. Protection plans starting at a surprisingly low monthly premium.

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  • Immediate Care Plan
    Bath Somerset

    Immediate needs annuities are a type of annuity also known as immediate care plans or care fees annuities.

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  • Business Protection
    Bath Somerset

    A range of business services including partnership protection and key person assurance.

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