Independent Financial Adviser Wellington, Somerset
Although our Taunton head office is located close to Wellington, 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. Our Wellington financial 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 Wellington such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
- Pension advice in Wellington including Personal Pensions, Retirement Planning and Annuities
- Savings advice in Wellington such as Regular Savings Plans, School Fees planning, National Savings and ISAs
- Mortgage advice in Wellington including Remortgages and Equity Release
- Personal Protection advice in Wellington such as Life Cover, Income Protection and Critical Illness
- Estate & IHT Planning in Wellington including Asset Protection, Gifts, Trusts, Wills and Probate
- Long Term Care advice in Wellington such as Home Reversion Plans and Specialist Advice
- Business advice in Wellington including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment