Business Details
35 Years
experience
Your Trusted Financial Partner in Sittingbourne
Established in 1991, Bassant & Company Financial Services & Company Financial Services has built a reputation for delivering tailored financial solutions through our partnership with St. James's Place Wealth Management. Our team combines over 50 years of collective experience with a client-centric approach, prioritising long-term relationships and personalised advice. As an Appointed Representative regulated by the Financial Conduct Authority, we specialise in wealth management, mortgage advisory services, and strategic financial planning.We work closely with clients to navigate wealth building, protection, and intergenerational transfer while maintaining adaptability to evolving circumstances. Our commitment to professional excellence ensures clients receive guidance aligned with their unique financial goals, supported by the resources of a prestigious wealth management firm.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advisory
Wealth Preservation
Intergenerational Planning
Details
- Year established: 1991
Highlights and features
- We offer over 50 years of combined experience in financial services.
- Our team maintains FCA-regulated professional standards.
- We provide personalised solutions through St. James's Place resources.
- Our client-centric approach builds long-term financial strategies.
- We specialise in comprehensive wealth management and mortgage advisory services.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Management
Our investment management service creates tailored portfolios aligned with individual risk profiles and financial objectives. Utilising St. James's Place Wealth Management's resources, we offer strategic asset allocation and ongoing portfolio reviews. Clients benefit from access to exclusive funds and continuous market analysis to optimise long-term growth.
Retirement Planning
We develop comprehensive retirement strategies considering current assets, desired lifestyle, and tax efficiency. Our approach combines pension consolidation, income projections, and tax-efficient withdrawal planning. Through regular reviews, we ensure clients maintain financial security throughout their retirement years while adapting to regulatory changes.
Mortgage Advisory
Our mortgage advisory service provides access to a comprehensive range of first-charge mortgage products across the market. We assess individual circumstances to recommend suitable options, including specialist mortgages for complex cases. We guide clients through the entire process from initial application to completion, ensuring competitive rates and appropriate terms.
Wealth Preservation
This service focuses on safeguarding accumulated wealth through strategic tax planning and risk management. We implement solutions like trusts, life insurance, and inheritance tax mitigation strategies. Our approach ensures wealth preservation across generations while maintaining liquidity for current needs and future aspirations.
Corporate Services
We provide tailored financial solutions for business owners including succession planning, corporate investment strategies, and executive benefits. Our services address company pension schemes, key person protection, and business asset structuring. We help entrepreneurs align corporate financial objectives with personal wealth goals through integrated planning.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, mortgage advisory services, wealth preservation, and corporate financial solutions through our partnership with St. James's Place Wealth Management.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How do you approach mortgage advice?
We assess your individual circumstances to recommend suitable mortgage products from across the market, including specialist options, ensuring competitive rates and appropriate terms.
Can you help with intergenerational wealth transfer?
Yes, we specialise in creating strategies for wealth transfer between generations, incorporating tax-efficient solutions and trust structures to preserve family assets.
How are investment portfolios managed?
Portfolios are tailored to individual risk profiles and objectives, with ongoing monitoring and quarterly performance reviews using St. James's Place Wealth Management's research resources.
Reviews (1)
Teddy Tufnail
Feb 16, 2021
Report
We used Mark for our mortgage and he was great! Patient with us, always made time to speak and really works for his Clients! Would certainly recommend to anyone looking for mortgage or financial advise! Thanks again.
