Yeovil: 01935 848764 Send an enquiry
Sherborne: 01935 815855 Send an enquiry
Meet our Team of Independent Financial Advisers
When selecting an Independent Financial Adviser, it is important to establish that they are not only authorised but also independent, suitably qualified and experienced. We are confident that we fit these criteria and more.
We have four advisers including Sophie Smith who is a Chartered Financial Planner. All specialise in different areas but all have a comprehensive knowledge of all aspects of financial planning. In addition to our advisers, there is back-up from qualified and experienced administrators who ensure that there is always continuity of support and a point of contact.