Independent Financial Adviser Kingston St Mary, Somerset
Although our Taunton head office is located close to Kingston St Mary, our aim is to also provide one local and dedicated adviser for life. Each of our advisers 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 in your area:
- Investment advice in Kingston St Mary such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
- Pension advice in Kingston St Mary including Personal Pensions, Retirement Planning and Annuities
- Savings advice in Kingston St Mary such as Regular Savings Plans, School Fees planning, National Savings and ISAs
- Mortgage advice in Kingston St Mary including Remortgages and Equity Release
- Personal Protection advice in Kingston St Mary such as Life Cover, Income Protection and Critical Illness
- Estate & IHT Planning in Kingston St Mary including Asset Protection, Gifts, Trusts, Wills and Probate
- Long Term Care advice in Kingston St Mary such as Home Reversion Plans and Specialist Advice
- Business advice in Kingston St Mary including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment