We focus on long term relationships with our clients, integrating all aspects of your finances - whether business or personal. This approach enables us to give you relevant and timely advice aboutmoney. We will always have your best interests at heart. We are on your side and will help you make the most of the wealth you have or are creating.
At King's Court, we provide independent, fee-based advice in Financial Planning and Asset Management - for individuals and organisations. We offer a highly personalised service, driven by yourindividual goals and circumstances. Taking time to listen and get to know you personally, we can better understand your objectives, values, concerns and constraints. We then apply straightforward financial principles to structure your affairs to support your short, medium and long term life goals.
Most financial advisers are generalists. We find our clients like to deal with specialists. Accredited by organizations such as the Society of Pension Consultants, you'll get timely, expert help andsupport. 100% of our advice is independently pre-checked by our external compliance partner, Caerus. This means you can be 100% confident that our advice is not just suitable, it's best advice. Clients tell us that this is a real confidence booster.
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.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
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 experience means we know what works and what doesn't. We access the whole of the market for suitable products to meet your requirements. This means we are well positioned to deliver the higheststandard of service for you at all times, as no two client's needs are the same. We make our approach unique, giving personal attention to every client. One of our experienced advisors will meet with you in the comfort of your own home, or at our office in Bath.
Our customer service agreement is based on building a thorough understanding of your personal values and goals in life - and only then providing you with impartial financial advice and creating apersonalised financial plan tailored to your specific objectives.
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.
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.