Who are we ?
We are Independent Financial Advisers (IFA) offering bespoke financial planning and advice for both individuals and business owners. Working from our purpose built offices in the Vale of Pewsey, our clients are both local and national based, stretching across the South from Bristol & Bath, along the M4 & M3 corridors and into West & Central London.
Full Circle Financial Solutions can provide specialist advice across:
- Wealth Management services covering Estate & Tax planning, Savings and Investments
- Investment Portfolio Management
- Pension advice across both personal and company schemes
- Protection advice for both personal and business needs
- Mortgage & Remortgage advice to meet your individual needs
What makes us different to the next advisers, is that apart from providing advice we also include access to efficent technologies, and are able to provide you with:
- Mobile / Smart Phone technolgies
- This helps us provide you up to date information at your finger tips 24/7 whenever you want or need access to your asset and wealth foundations, this includes:
- Client Portfolio overviews
- Asset Allocation breakdowns
- Secure Messaging
- Document access
- Contact facility
What Does "Independent" Mean?
Most financial advice given on the High Street is provided using a very limited choice of product providers, sometimes only one. Whilst the advice must remain suitable, the Plans & Policies offered around pensions, investments & savings plans may not offer the very best value, choice, or cover available in the marketplace.
As Independent Financial Advisers / IFA's we have access to all companies that market their financial plans and products in the UK and can help make an unbiased decision as to those most suited to your future needs and aspirations. After all we work for you the client, not the banks or product providers. |
