Financial Advice and Planning in Somerset, Dorset and nearby Devon

Comprehensive financial planning

Taking the time to get to know you, your existing financial situation and your lifetime aspirations, and developing that understanding into a long-term relationship.

Wealth preservation

Preparing for the unexpected, whether that be through taking precautionary measures such as life assurance, or adding diversification to a portfolio, or protecting your estate so that it can be passed on to your descendants.

Wealth enhancement

Ensuring that you always get the best deal, that your investments/pensions are working hard to ensure a prosperous future, and that you are acting in as tax-efficient a manner as possible.

With these three steps, you can have peace of mind that your financial goals are being planned for and that your situation is being regularly reviewed by our Consultants.  Our aim is to free up the time and worry that you need to spend on your finances, so that you can enjoy the more important things in life.

For us, the most important aspect of financial planning is advice – not a product sale.