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Who are we ?

We are Financial Advisers 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 include both local and national based contacts.

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

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:

  • Website interface via our unique client login facility - check out our demo facility here

This includes:

  • Mobile / Smart Phone technolgies
  • This helps us provide you with up to date information at your finger tips 24/7 whenever you want or need access to your asset and wealth foundations, as a result our clients become better informed, confident and empowered to reach their financial goals. 
  • We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convienent way.

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 marletplace.

As Financial Advisers 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 product providers.

 
 
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