We are a firm of financial advisers based in Bristol, UK with advisers throughout Southern and South West England as well as South Wales. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As fully independent 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 independent advice and have a team of advisers that are all committed to delivering the very best service to our clients. We put our clients at the heart of our business and believe that independent financial advice is the key to realising our client's fianancial goals.
All our Financial Advisers have in excess of 10 years experience in advising clients on their pensions, investments, savings and Life Asuurance. Some of our advisers undertake mortgage advice as well as Equity Release advice.
We will be pleased to meet you at our offices in Bradley Stoke, Bristol , at our office in Stroud, in your own home or at your place of work as we appreciate that our clients time is important to them. We have advisers in Bristol, Wells, Gloucester, Cheltenham, Oxford, Swindon, Newport, Cardiff, Swansea and surrounding areas.
Your home may be repossessed if you do not keep up repayments on your mortgage.
A typical fee we will charge would be £245 payable at application stage, we will also receive a commission from the lender. We will refund our fee if the lender rejects your application. Alternatively we charge a fee of £595 and will refund any commission from the lender.
'Equity Release' includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
For Equity Release we can be paid by commission, or a fee of usually £595 or a combination of both.