Financial Advice. Talk to us.
Investment Services.
Whether investing for growth, income or both.
We can provide a full investment & portfolio planning service for you.
Life Assurance.
Looking to protect your family's finances? Get a competitive quote
now.
The value of investments and income from them may go down. You may not get back the original amount invested.
We have many years of experience in dealing with our clients needs and believe we offer an excellent level of service to our clients. Our offices are in Bradley Stoke, Bristol and we have financial advisers in Bristol, South Wales, Wiltshire, Gloucestershire and Oxfordshire giving financial advice. This includes Swindon, Witney, Oxford, Cheltenham, Gloucester,Cardiff, Swansea.
As fully independent financial advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review. We never charge for our first meeting with you and it is entirely without any obligation on your part.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner. In any event we never charge for our initial meeting with you.
We believe that being independent financial advisers enables us to offer the service our clients demand.
We are happy to see our clients at our offices in Bradley Stoke, Bristol or in their homes. Our aim is to fit in with our clients and we offer a free first appointment in every instance.
We have a significant team of financial advisers who all have over 10 years experience in providing advice to clients. Our financial advisers advise clients over the long term and it is not unusual for them to be advising clients for many years on their pensions, investments and protection needs.
Whatever the economic market conditions it is important to have good indenpendent financial advice from an experienced financial adviser. Changes in legislation can change the opportunities open to you as an investor. An example of this would be the pensions market with substantial changes occurring in the pension market during recent yeras there is now more flexibility for clients with regards to pension planning.
Inheritance Tax is not regulated by the financial services authority.