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.
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.
Although we specialise in financial planning for persons 50 plus, advising on and arranging investment for income and / or capital growth, inheritance tax planning, options at retirement and equityrelease we also serve younger clients, advising on retirement planning, mortgages and family protection, such as life assurance, critical illness and income protection.
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 theapplication 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.
Selecting the right financial adviser to look after your investments is one of the most important financial decisions you'll ever make. At Paul Hipkiss Independent Financial Advisers our focus is onyour individual needs and plans for the future. We'll take the time to work with you to, one to one, to arrange plans and investments that are specific to you and your requirements.
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.
Watermark Wealth Management is a firm of Independent Financial Advisers based in Burnham-on-Sea, Somerset that is committed to delivering the highest quality independent financial advice and mortgageadvice together with structured investment/wealth management solutions to retail, corporate and private clients.
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.
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.
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.