Financial Advice for Life
Independent Financial Advice
We are a family run business of Independent Financial Advisers working with clients primarily in the South West of England.
We are proud to be able to provide our clients with jargon-fee, independent financial advice that is completely bespoke and tailored to their own financial goals and needs.
Our clients’ best interests are always our number one priority, ensuring they are provided with an excellent financial plan to put them on course for a long and prosperous future. We feel strongly that our relationship does not end there, and that an ongoing relationship is nurtured and maintained to ensure the plans we put in place are tailored to any changes in personal or financial circumstances that inevitably may occur over the years.
As we are independent and directly authorised by the Financial Conduct Authority (FCA), we provide affordable advice that is protected by the Financial Services Compensation Scheme (FSCS). We are not part of a large network and supply a transparent fee structure. We also have several trusted professional connections, such as solicitors and accountants that we can refer you to if you need help with an area of financial planning that crosses over to these areas.
Drawdown, or Flexi-Access Drawdown as it is also called, is the option to access your pension benefits flexibly…
ISA’s, General Investment Accounts and Investment Bonds…
Financial Planning Process
The financial planning process is split into 6 steps, which helps us achieve exceptional outcomes for our clients;
- Establish & define the client and financial adviser relationship
- Collect the client’s information
- Analyse and assess the client’s information
- Develop the financial planning recommendations and present these to the client
- Implement the client’s financial planning recommendations
- Review the client’s situation on a regular basis, at a frequency agreed with the client at outset