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.
My new app is now available to help you manage your expenses and track your business mileage. I offer a free one hour financial health check meeting in Wells, or remotely via Skype or Facetime. It isdesigned to give you some immediate pointers to changes you can make so your business finances are healthier.
We hope that the content of our website provides you with clear evidence of the quality of our experience and expertise and why we feel we will still be here, delivering outstanding financial adviceand planning services, for many years to come. Our Promise: "We seek to provide the highest quality independent financial advice to our clients."
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.
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.
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.
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.
For the record, we are not connected in any way with the dog-and-bone Churchill that sells car insurance. Our aim is to provide a genuinely personal ongoing service and given the depth of experiencewe have throughout our team we are very well placed to do so. On top of this experience we also have a five strong administration team in place supporting both the advisors and our clients when it comes to the execution of advice.
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.
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.