About the Business
This means that we are able to provide a comprehensive financial planning service based on many years experience of financial services and to offer a "whole of market" service. We are not "tied" to any insurance company or fund manager. Our entire focus is on our clients and their needs; placing them at the heart of our business is what has helped us to grow over the years and we take our responsibilities under the Financial Conduct Authority's "Treating Customers Fairly" initiative very seriously.
Please take a few moments to look through the website. We would be pleased to discuss your requirements with you without obligation, so please give us a call on 01460 240746.
Location & Hours
Mill La
South Petherton, TA13 5JS
