Based in Wiltshire, we provide a wide range of financial services through a number of qualified Financial and Mortgage Advisers. Although our clients are generally based locally, including Bath, Bristol, Wiltshire, Somerset and Dorset, we service clients nationwide.

 

Having been in the industry a significant number of years, we understand the importance given to the relationship and trust a client looks for in a Financial Adviser. With this in mind we endeavour to deliver the highest possible level of customer service, whilst remaining transparent, professional and discrete in all our dealings with our clients.

 

We strongly believe in an honest, open, jargon-free and down to earth approach with our clients in an attempt to build longstanding, friendly and reliable relationships that exist and develop throughout the journey a client makes in achieving their financial goals.

 

We aim to help clients navigate successfully through the maze and complexity of financial products and solutions that exist in today’s world, assisting them to understand and make sense of the risks and pitfalls, whilst helping them adapt when life throws up the unexpected and/or their circumstances change.

 

We are happy to conduct face-to-face meetings at a time and location that suits your circumstances, whether that be at your home, your place of work or at our private office in Westbury.

 

We get paid by way of fees, commissions or a combination of both. These are fully explained and agreed at an initial meeting, for which there is no charge, we will then assess whether we can provide a solution suitable to meet your needs before taking any payment.

 

Once solutions have been found and implemented for you, we will ensure your financial circumstances are reviewed regularly, therefore safeguarding your aspirations and objectives.