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, Wiltshire, 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.
We specialise in giving financial advice on Pensions and Retirement Planning including many Income Options at Retirement, Tax-efficient Investments for Growth & Income, Protection for Personal & Business owners, Inheritance Tax planning, Mortgages and Re-mortgages including Buy to Let products plus lifestyle Financial Planning.
We work on a fee basis or a commission basis (ie payment from suitable financial products) or a combination of the two, whichever suits you and your circumstances best. An initial meeting, lasting normally about 1 hour, is offered at no charge, we then decide together in that time the way we can provide you with the best advice and financial planning to move forwards.
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 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 make an unbiased judgement as to those most suited to your future needs and aspirations. We after all work for you the client, not the product providers.
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