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Financial Services in Bristol
Welcome To Our Site
The firm is new, having been established in September 2006 out of a need to remain truly independent, but the principal has been in the business of providing independent financial advice since late 1976.
If those 30 years have taught us anything, it is that:
- Independence and integrity are crucial;
- The interests of the client must come first;
- Striving to provide excellent service makes a difference;
- Confidentiality and professionalism are vital
Perhaps that is why many of those clients from the late 70's and early 80's are still with us today as are many of their children, and even grandchildren.
We hope this site will help you find basic information on some of the financial products and services available to you today, and give you some insight into how we can help you to achieve your financial goals.
About Us
Based at the northern end of Somerset, just 17 miles south of Bristol, we serve many clients in our locality, nationally and even a few internationally.
Fiercely committed to the provision of truly independent advice, we are able to offer advice on all aspects of individual financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then, along with the client, prioritising objectives.
Our clients benefit from our being able to offer advice on the broadest range of products and services - and from 30 years experience. Whether it be for investment advice, pre or post-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.
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 achieving your objectives.
Our charges can be structured to suit you. Some clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Sometimes a combination of both is more apt. Either way, we always fully disclose our fees in an open and transparent manner at the initial meeting.