Hunter Barrington is based in Bristol and was established in 1989. We offer a range of financial services to private investors and their families, to professional practitioners, to company directorsand executives and to the self-employed working in commerce and industry. Hunter Barrington specialises in fund investment and tax planning and currently has over £40,000,000 of funds under advice.
KRC Financial Management is a local firm of truly Independent Financial Advisers, who provide reliable and expert advice for individuals and businesses with regard to investments, estate planning,pensions and protection. Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. With the only constant in today's world being change, it is more important than ever to develop a personal plan that meets your individual goals.
Historically we have tended to see our clients in their own homes. This has been seen as a great benefit, as it provides for a more relaxing environment and one where all necessary informationrequired for the advice process can easily be found. Alternatively we would be happy to see clients at their place of work, this has often suited Teachers and Lecturers in the past or arrange another suitable meeting place.
1st Financial Group Limited are independent mortgage advisers offering advice and recommendations for your mortgage and protection requirements. We offer a tailored service to our clients with the aimof providing high quality advice that is specific to individual needs. This, combined with our friendly and professional approach, has resulted in our clients using us for their mortgage and protection needs time and time again.
We understand that you need a bespoke financial planning service. We offer a friendly, personal financial planning service provided by qualified 'Financial Advisers'. Your financial affairs will bepro-actively and professionally managed. You will have access to our expertise and external specialists where required. You will have face to face meetings with advisers and where necessary external specialists. All of your financial needs will be met with this bespoke service.
Epoch Wealth Management was founded in 2010. The four partners - Markas, Jon, Gareth and Barry - have worked in the financial services industry for many years, and for a variety of firms. Theirexperiences led them to the opinion that a number of financial professionals may be advising people from an obtuse perspective.
Westhill Financial Services Ltd is registered and authorised by the Financial Conduct Authority reg no. Westhill Financial Services Ltd. are Independent Financial Advisers based in Clevedon, NorthSomerset for over 30 Years. We know how to develop and increase your personal and business resources. We specialise in creating a unique program to meet your objectives of income, wealth and security.
Established in 1993, John Scott & Associates representing Openwork provide clients a with a comprehensive Mortgage and Financial Planning Service. We offer a comprehensive range of mortgages fromacross the market and a quality panel of leading Life Assurance, Pension, Investment and General Insurance providers.
The partners background of many years experience working for banks and building societies within Personal Financial Services gave them an intimate knowledge of this sector and an unshakeableconviction that customers should be offered professional advice for the products and services we offer.
Independence - in all its forms. Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulatedor controlled by others. Also, striving to help others become financially independent, which in tomorrow's increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.
We are a totally independent firm of financial planners and advisers which means that we will research the whole of the market for the most appropriate service or product for you, the client. ThePartnership was established in 2005 by two highly qualified individuals and with many years industry experience between them. In 2008 the firm incorporated into a Limited Company with Gary & Peter remaining the principal Directors.
Old Mill is an award winning business success story. Formed by a buyout in 2006 the practice has more than doubled in size since then through organic growth. We now have four offices across the WestCountry in Yeovil, Wells, Exeter and Melksham and look after over 5,000 private and business clients. We have 250 highly trained and qualified staff offering service at the highest level.
At Moorbridge we provide professional independent financial advice where our emphasis is on clarity, integrity and client care. Being an independent firm means that we can advise on products from thewhole of the financial market and are not restricted by ties to a limited number of companies and their products. We have more than eighteen years' experience in the professional IFA environment. Our background in farming and the rural community makes us a truly unique local firm.
Rumwell Financial Services offers more than just an insurance policy and a pension plan purchase; we are committed to being here for the long haul as trusted advisors who you can confidently turn tofor sound, honest financial advice. Rumwell Financial Services Ltd is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
Premier Financial Planning is a firm of independent financial planners based in Bath and working throughout the South West. We provide advice to both individuals and companies on all aspects offinancial planning. Our clients come to us because they are looking for friendly unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies, which are monitored and reviewed on a regular basis.
We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can beassured the quotes you will receive will be some of the best available in today's marketplace.
We passionately believe that financial products such as pensions, investments and mortgages should be recommended once we know what the client is trying to achieve and what lifestyle they would liketo enjoy both now and in the future. Through financial planning we help our clients achieve financial independence, financial security and peace of mind and tell them the truth about their money.
Many people will need their capital to support them for 20 or 30 years in retirement. We advise on how to build up enough capital and how to manage it prudently so that it lasts at least as long asyou do. The new pension rules from April 2015 make pensions the most attractive UK tax shelter. Most employees, self-employed and business owners can benefit but there are also banana skins among the new rules that you must avoid.
Robson Taylor IFA Ltd provides totally independent, jargon free financial advice in plain English to individuals and companies in a transparent and honest manner. Being Independent means that we arenot tied to any providers/services. We will work on your behalf using our knowledge of the whole market place, having the freedom and experience to recommend unbiased financial strategies. We are a small, well established firm working in Bath and surrounding areas.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.