The majority of people need financial advice, not to be sold a product. Unfortunately much of the industry is based around sales, thus truly independent advice is not always easy to find. We offer totally independent advice, and charge fees for the services we offer. We are happy to arrange products for clients where they are needed and have a set fee scale for these. All initial commissions are then rebated back to the client, allowing them to benefit from special terms. Our advisers are qualified to an advanced level and are experienced in dealing with post retirement issues, including the funding of long term care, inheritance tax planning and investment including pensions.
Mickleton House, 18 Tower Hill, Williton, TA4 4NT
We are a firm of Chartered Financial Planners advising private and corporate clients on a wide range of matters including pensions and investments. We offer a full holistic financial planning service and because we are completely independent we are able to tailor our advice around the needs of the individual client or business. We are directly authorised by the Financial Conduct Authority.
Gadsby House, Huntworth Business Park, Bridgwater TA6 6TS
To promote for the benefit of the public the conservation, protection and improvement of the landscape and natural environment of the Quantock Hills