Financial Advisers
in Winscombe

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 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.

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.

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 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.

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 the whole of the financial market and are not restricted by ties to a limited number of companies and their products.

For me, helping you master your business finances is about you building the 'best' business for you. 'Best' will mean different things to different people. For some, 'best' means achieving a Richard Branson level of success, but for others it means having a business that provides them enough income, and time, to do their favourite hobby.

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.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.