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Financial Advisors in Somerset

List of financial advisors & consultants in Somerset. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Hunter Barrington

Hunter Barrington

Long Ashton, Somerset, South West England, BS41 9AH

Hunter Barrington is based in Bristol and was established in 1989. We offer a range of financial services to private investors and their families, to professional practitioners, to company directors and executives and to the self-employed working in commerce and industry. Hunter Barrington specialises in fund investment and tax planning and currently has over £40,000,000 of funds under advice. less

KRC Financial Management

KRC Financial Management

Highbridge, Somerset, South West England, TA9 3AG

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. less

Merit Financial Solutions

Merit Financial Solutions

South Petherton, Somerset, South West England, TA13 5JS

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 information required 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. less

1st Financial Group

1st Financial Group

Taunton, Somerset, South West England, TA2 8QN

1st Financial Group Limited are independent mortgage advisers offering advice and recommendations for your mortgage and protection requirements. We offer a tailored service to our clients with the aim of providing high quality advice that is specific to individual needs. This, combined with our friendly and professional approach, has resulted in our clients using us for their mortgage and protection needs time and time again. less

Waterhouse Independent Financial Advisers

Waterhouse Independent Financial Advisers

Radstock, Somerset, South West England, BA3 2DR

We understand that you need a bespoke financial planning service. We offer a friendly, personal financial planning service provided by qualified 'Financial Advisers'. Your financial affairs will be pro-actively and professionally managed. You will have access to our expertise and external specialists where required. You will have face to face meetings with advisers and where necessary external specialists. All of your financial needs will be met with this bespoke service. less

Epoch Wealth Management

Epoch Wealth Management

Bath, Somerset, South West England, BA1 2LL

Epoch Wealth Management was founded in 2010. The four partners - Markas, Jon, Gareth and Barry - have worked in the financial services industry for many years, and for a variety of firms. Their experiences led them to the opinion that a number of financial professionals may be advising people from an obtuse perspective. less

Westhill Financial Services

Westhill Financial Services

Clevedon, Somerset, South West England, BS21 7NU

Westhill Financial Services Ltd is registered and authorised by the Financial Conduct Authority reg no. Westhill Financial Services Ltd. are Independent Financial Advisers based in Clevedon, North Somerset for over 30 Years. We know how to develop and increase your personal and business resources. We specialise in creating a unique program to meet your objectives of income, wealth and security. less

Basil James Financial Services

Basil James Financial Services

Ilminster, Somerset, South West England, TA19 0DU

The partners background of many years experience working for banks and building societies within Personal Financial Services gave them an intimate knowledge of this sector and an unshakeable conviction that customers should be offered professional advice for the products and services we offer. less

Western Financial Planning

Western Financial Planning

Taunton, Somerset, South West England, TA1 1SW

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 manipulated or 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. less

Forward Financial

Forward Financial

Wellington, Somerset, South West England, TA21 8AG

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. The Partnership 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. less

Old Mill Accountants

Old Mill Accountants

Yeovil, Somerset, South West England, BA20 1SH

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 West Country 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. less

Moorbridge Financial Services

Moorbridge Financial Services

Glastonbury, Somerset, South West England, BA6 9TX

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. 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. less

Rumwell Financial Services

Rumwell Financial Services

Taunton, Somerset, South West England, TA4 1EL

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 to for 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. less

Premier Financial Planning

Premier Financial Planning

Bath, Somerset, South West England, BA1 2HA

Premier Financial Planning is a firm of independent financial planners based in Bath and working throughout the South West. We provide advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies, which are monitored and reviewed on a regular basis. less

Intouch Investments

Intouch Investments

Bridgwater, Somerset, South West England, TA7 0BN

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 be assured the quotes you will receive will be some of the best available in today's marketplace. less

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Most of the usual clients of a financial advisor in Somerset would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Somerset to help us get on the right pat. However, nowadays the clientele of a financial advisor in Somerset is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Somerset. A financial advisor in Somerset is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Somerset is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Somerset.

Tip from a Financial Advisor in Somerset: Take Bigger Risks

You are maybe thinking that a financial advisor in Somerset in their right state of mind would never advise you on taking risks. However, the good financial advisor in Somerset knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Somerset would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Somerset: Invest in Yourself

Another important tip from a financial advisor in Somerset you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Somerset will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Somerset won’t get tired to tell you.

Tip from a Financial Advisor in Somerset: Follow Opportunities

Like literary, a good and experienced financial advisor in Somerset can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Somerset knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Somerset would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Somerset and allow yourself all chances.