Financial Advisers
in Weston super Mare

As one of a limited number of Wealth Managers who can manage your money on a daily basis, we can genuinely say, we make delivering your financial goals achievable.

As professional Independent Mortgage Brokers we have access to the full range of products and services available in the UK, as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent.

We are independent financial advisers specialising in investment, where we have specialist expertise. We have been trading since 1996 and are based in Winscombe, a North Somerset village about 15 miles south of Bristol on the A38. This location suits us very well, and since we will meet clients wherever it is convenient, they do not have to trek out to Winscombe to meet us. The village does, though, contain an excellent pub and restaurant.

As a provider of independent financial advice, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans.

We provide advice and planning services for both private and corporate clients who want to make the most of their finances. We’re independent, which means we work for our clients interests, not those of a bank or insurance company. Once we’ve understood your aims, aspirations and concerns, we can help you make your money work for you.

We are a practice of CIMA Chartered Management Accountants with offices in Cardiff and Bristol. We help organisations to maximise their opportunity & profitability, and we help individuals to maximise their wealth & security.

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.