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.
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.
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.
Adanac Financial Services Ltd was created in 2002. Its foundations are built on the demand for a firm that understands and specialises in the needs of solicitors, accountants and their clients, aswell as providing high quality independent financial advice for our private and business clients. Adanac have earned an excellent reputation that extends across the South-West, attributable to our consistent delivery and commitment to all our clients.
Brooks Macdonald was founded on the idea that there was a better way of providing private client investment services. Twenty years on, our philosophy of 'doing things differently' remains the basis ofour company ethos. Established in 1991 and AIM-listed in 2005, the Group has grown from providing London-based investment management to being an award winning, integrated, wealth management group with offices across the UK and Channel Islands.
Adsatis is a niche financial markets management consultancy based in London, with an international delivery capability. Our consultants are financial markets professionals with deep domain expertisein financial markets - the products, the market mechanisms and the business and regulatory drivers that are shaping the industry.
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.
This website offers you basic product information for mortgages, life assurance, mortgage protection, critical illness cover, income protection, accident sickness and unemployment cover, investmentbonds and annuities. We can also offer you the facility to get an online quote for all of these or if you prefer the traditional face to face approach, we can offer an appointment with an experienced Independent Financial Adviser, just give us a ring.
Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs. Gettingto know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing.
Are you concerned about the continually changing financial market and its effect on pensions and investments? We help individuals and business owners make the right financial decisions. Are youlooking for improved service, technical improvements, financial savings or an IT partner who cares about your business? We're confident our services will exceed your expectations.