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.
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.
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.
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.
Mortgages are important, they're very personal and they change people's lives. Most of us have to have one, and it's often our biggest expense. At Sheridan Financial Services we're passionate aboutmortgages. To us they're not simply a set of financial products we sell week in and week out; they're a highly volatile collection of thousands of options we have to completely master to ensure we offer all our clients absolutely the very best mortgage deal for them.
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.
Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Weston-super-Mare, Gillingham, Dorset and Bath. We pride ourselves on our level ofunderstanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. However you picture it, financial independence requires financial planning. That doesn't mean a scattering of individual investments.
Many people will need their capital to support them for 20 or 30 years in retirement. We advise on how to build up enough capital and how to manage it prudently so that it lasts at least as long asyou do. The new pension rules from April 2015 make pensions the most attractive UK tax shelter. Most employees, self-employed and business owners can benefit but there are also banana skins among the new rules that you must avoid.
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."
How we work with each client will be different. Fundamental to everything we do is to ensure that we give you consistent, professional advice when it is needed. We offer a truly holistic approach toeach client's situation. By remaining wholly independent we are able to model our solutions, bringing real value and benefit to each individual. Our reputation has been built on giving advice you can trust, for you, your family and your business.