A comprehensive list of Somerset based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs. 
KEYTE Chartered Financial Planners are passionate about raising standards in the financial services industry, and aim to provide clients with incredible value by delivering excellent service at very competitive cost. Excellent award winning service is delivered by our graduate team of Dip PFS qualified individuals personally trained by Robin Keyte. We are pioneers in client focused fee based advice
P. M. — Sending my best wishes to you and your team at such a difficult time (coronavirus - unprecedented?). Yesterday was the anniversary
Initial consultations are conducted without charge, to assess how we can best help and if you need our advice. To help you deal with the complexities of investments such as Pensions, ISAs, Investment bonds, investment platforms etc.
Simon Cottrell — Very Friendly and knowledgeable a great help in navigating the mine field of pensions and savings. Thanks Trevor for all
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial adviser and you. With nearly 6 million clients, we (and our affiliates) believe that building long-term relationships is key to serving their needs.
Dan M. — We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the options and the potential
Most of our products are available with an instant online quote for you to complete your own research. Ideally, we think you should talk to one of our specialist, experienced advisers before you make a decision to ensure that you get the right product for your circumstances. Life assurance is something that you should have to protect your family and your mortgage.
Missy Brissett — George was extremely professional, listened to carefully to what we required and recommended the best policies for our situation
Watermark Financial Solutions Ltd. was established in 2006 as a natural progression of the Watermark Financial Services Partnership, which was established in 1990. We have built a reputation among fellow professionals for providing excellent standards of independent financial advice and service to clients.
Richard Coombs — We have been clients of Watermark for many years. Mark's advice has been invaluable and very easy to understand. Mark has
Moneycare was established by a group of financial advisers in 1999 with the aim of running an independent financial advisers business. The emphasis of Moneycare has always been on giving advice to others that we would appreciate being given ourselves.
Katie Hamilton — An outstanding small company who always go out of their way to do the best for their clients. They are genuine, professional
Kelly Sutton — DO NOT USE! They have scammed an elderly relative with dementia, took 1800+ within a day of a phone call and 6 months later
We believe the key to successful financial planning is understanding people: their families and their businesses. In both personal and business spheres we guide our clients and protect their interests, making their problems ours and taking the stress out of financial management. We endeavor to storm proof your investments with regular rebalancing and reviews to keep you on track.
At Sesame, we work with you to understand what's important to you, tailoring our wide range of services to suit your needs, and wrapping it all up in a personal service that's designed around your requirements. Giving you access to market-leading products and services, including over 100 provider and lender relationships through our mortgage, protection and GI panels, when you join Sesame, you benefit
We help our clients to achieve their goals and aspirations. As no two clients are the same, we spend time talking to clients to find what motivates them. We are then better able to design their unique financial plan. Integrity - When clients trust us with their current and future lives we have a responsibility to protect that trust and to make a positive difference. Our clients need to have total confidence