Filter

Clear All

Trending articles

Partner's ads

Financial Advisors in Lyme Regis

List of financial advisors & consultants in Lyme Regis. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Also showing results from nearby areas to give you more options.
Adsatis

Adsatis

Lyme Regis, Dorset, South West England, DT7 3LS (0.63 ml)

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 expertise in financial markets - the products, the market mechanisms and the business and regulatory drivers that are shaping the industry. less

CarterDawes

CarterDawes

Honiton, Devon, South West England, EX14 1JP (12.15 ml)

Investment planning should be a carefully thought out process with a rigorous and robust strategy. At CarterDawes we provide our clients with this service. We extensively research the market looking not only at performance but the strength of the provider, the quality of the service and the charging structure of the investment. less

Basil James Financial Services

Basil James Financial Services

Ilminster, Somerset, South West England, TA19 0DU (13.45 ml)

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 unshakeable conviction that customers should be offered professional advice for the products and services we offer. less

Merit Financial Solutions

Merit Financial Solutions

South Petherton, Somerset, South West England, TA13 5JS (14.24 ml)

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 information required 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. less

Otter Financial Services

Otter Financial Services

Ottery St Mary, Devon, South West England, EX11 1AF (15.3 ml)

You will then be in a position to make an informed decision whether Otter Financial Services is the right financial adviser for you. Otter Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number 593699. less

Old Mill Accountants

Old Mill Accountants

Yeovil, Somerset, South West England, BA20 1SH (19.26 ml)

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 West Country 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. less

Adanac Financial Services

Adanac Financial Services

Yeovil, Somerset, South West England, BA20 1HE (19.48 ml)

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, as well 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. less

Brooks Macdonald Taunton

Brooks Macdonald Taunton

Taunton, Somerset, South West England, TA1 2PX (20.43 ml)

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 of our 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. less

Albert Goodman

Albert Goodman

Taunton, Somerset, South West England, TA1 3NW (20.61 ml)

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 you looking 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. less

Lyn Financial Services

Lyn Financial Services

Taunton, Somerset, South West England, TA1 3NN (20.64 ml)

This website offers you basic product information for mortgages, life assurance, mortgage protection, critical illness cover, income protection, accident sickness and unemployment cover, investment bonds 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. less

Invest Southwest

Invest Southwest

Taunton, Somerset, South West England, TA1 3NA (20.71 ml)

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. Getting to 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. less

Blackdown Financial

Blackdown Financial

Taunton, Somerset, South West England, TA1 4AJ (20.81 ml)

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 like to 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. less

City Financial Planning

City Financial Planning

Taunton, Somerset, South West England, TA1 1RZ (20.81 ml)

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 their contact 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. less

HQ Mortgage & Finance

HQ Mortgage & Finance

Taunton, Somerset, South West England, TA1 4AS (20.86 ml)

I had the pleasure of a financial review with Julian who not only reduced the mortgage payments but increased the coverage on the life policy and unpicked the mortgage market for me, managed the application and kept me informed throughout the entire process, which was completed on time, as explained and with minimal fuss. I would not hesitate to recommend both him and the organisation. 5 star rated. less

Rumwell Financial Services

Rumwell Financial Services

Taunton, Somerset, South West England, TA4 1EL (20.87 ml)

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 to for 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. less

Can't find your business?

Adding a business to FinancialExpertAdvisors.co.uk is free.
Add business

Frequently Asked Questions and Answers

  1. Click here to navigate to the Login page.
  2. If you haven't yet registered, click here to navigate to the Registration page.
  3. Fill all required fields.
  4. After you have logged in, click on "Add Business.
  5. After you have clicked on "Add Business", you will be redirected to another page.
  6. You can now fill in the details for this Business.
  7. Click on the "Create" button.
  8. Your listing will now be "pending approval".
  9. One of our Administrators will review your listing and decide whether to Approve or Reject it.
We provide the following types of registration: subscription £1.25/month (billed £14.95/year), £49.95 one-time fee and free registration.
Free listings show up after all Premium listings. You can place your logo, images in the gallery, services, products - but without any links included. You will not be able to receive quotes from our visitors.
  1. Priority listing positioning for city, county, in the search results, and our home page.
  2. A website link on the listing page.
  3. Can add services with links included.
  4. Have access to all submitted free quotes from our visitors.
  1. Increase leads that you can follow up and generate sales from.
  2. Increase your online presence which, these days, is an indispensable commodity.
  3. Allow the thousands of potential customers who use the directory each month to find you.

Most of the usual clients of a financial advisor in Lyme Regis would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Lyme Regis to help us get on the right pat. However, nowadays the clientele of a financial advisor in Lyme Regis is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Lyme Regis. A financial advisor in Lyme Regis is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Lyme Regis is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Lyme Regis.

Tip from a Financial Advisor in Lyme Regis: Take Bigger Risks

You are maybe thinking that a financial advisor in Lyme Regis in their right state of mind would never advise you on taking risks. However, the good financial advisor in Lyme Regis knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Lyme Regis would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Lyme Regis: Invest in Yourself

Another important tip from a financial advisor in Lyme Regis you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Lyme Regis will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Lyme Regis won’t get tired to tell you.

Tip from a Financial Advisor in Lyme Regis: Follow Opportunities

Like literary, a good and experienced financial advisor in Lyme Regis can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Lyme Regis knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Lyme Regis would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Lyme Regis and allow yourself all chances.