Independent Financial Advisers Somerton
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 including Somerton 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.
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 Somerton such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
- Pension advice in Somerton including Personal Pensions, Retirement Planning and Annuities
- Savings advice in Somerton such as Regular Savings Plans, School Fees planning, National Savings and ISAs
- Mortgage advice in Somerton including Remortgages and Equity Release
- Personal Protection advice in Somerton such as Life Cover, Income Protection and Critical Illness
- Estate & IHT Planning in Somerton including Asset Protection, Gifts, Trusts, Wills and Probate
- Long Term Care advice in Somerton such as Home Reversion Plans and Specialist Advice
- Business advice in Somerton including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment
"From the first telephone call to Invest Southwest, they made me
feel at ease, put all my financial papers in order and got me a great
deal with no fuss".
Mr K, Somerset