Business Details
14 Years
experience
Trusted Financial Advisers in Taunton
Established in 2012, A Finance Ltd has built upon over 25 years of independent financial advisory experience since its incorporation. Our founder, Trevor Phelps, brings a unique blend of technical expertise and practical insight, having qualified as a DipPFS and Cert CII(MP) professional with a career spanning since 1987. We specialise in demystifying complex financial matters through clear communication, offering tailored pension planning, investment strategies, and protection solutions.Our client-centric approach focuses on long-term relationships, evidenced by testimonials highlighting our ability to explain intricate concepts in accessible terms while maintaining regulatory compliance under FCA authorisation. With a proven track record of delivering consistent results across generations of clients, we combine technical proficiency with empathetic service delivery.
Services
Pension Planning
Investment Advice
Life Protection
Retirement Solutions
Financial Reviews
Details
- Year established: 2012
Highlights and features
- 25+ years of independent financial advisory experience
- FCA-authorised and regulated for consumer protection
- Proven track record of successful long-term client relationships
- Specialised expertise in pension planning and investment strategies
- Commitment to clear communication of complex financial concepts
Associations and certifications
- Financial Conduct Authority
What people say
Excellent communication
Approachable expertise
Lifelong support
Clear explanations
Prompt responses
Services
Pension Planning
We provide comprehensive pension planning services covering pre-retirement, at-retirement, and post-retirement strategies. Our expertise includes drawdown solutions and navigating complex pension regulations. Clients benefit from tailored advice that considers their individual circumstances and long-term financial goals.
Investment Advice
Our investment advisory services cover ISAs, investment bonds, and platform selection. We help clients understand risk profiles while creating diversified portfolios. The service includes ongoing monitoring and annual reviews to ensure investments remain aligned with client objectives.
Life Protection
We offer life and income protection advice to safeguard clients' financial security. This includes assessing appropriate coverage levels and policy structures. Our approach ensures clients understand policy terms while matching protection needs with personal circumstances.
Financial Reviews
Annual financial reviews ensure ongoing suitability of investment strategies. We assess portfolio performance against objectives while considering changing personal circumstances. The service includes detailed explanations of market developments and necessary adjustments.
Transaction Advice
We provide focused financial advice for specific needs through transactional services. This includes one-time investment decisions or pension transfers. Clients receive expert guidance tailored to their immediate financial requirements without ongoing commitments.
People
Trevor Phelps
Owner & Sole Adviser
DipPFS, Cert CII(MP) qualified adviser with 35+ years' experience. Former NHS planner estimator turned financial adviser since 1987. Specialises in simplifying complex financial matters while maintaining long-term client relationships through clear communication.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, life protection, and financial reviews. Our expertise covers pre-retirement, at-retirement, and post-retirement strategies with a focus on clear communication.
Are your initial consultations free?
Yes, we offer free initial consultations to assess your financial needs and determine how we can best help with your specific circumstances.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA Number 584606) for consumer protection and regulatory compliance.
Do you offer ongoing financial support?
Yes, we provide both ongoing services for continuous financial planning and transactional services for one-off financial needs.
What areas do you cover?
We serve clients across Somerset, including Taunton, Milverton, Wellington, and Warminster, with additional clients throughout the South West region.
Reviews (5)
Simon Cottrell
May 14, 2022
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Very Friendly and knowledgeable a great help in navigating the mine field of pensions and savings. Thanks Trevor for all your help in the past and future.
Rachel Lucas
Apr 23, 2022
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A caring company; Trevor managed my late parents financial affairs for many years. Regular home visits to check and update and always took the time to explain the thinking behind his advice. Highly recommended.
Chris Cardwell
Apr 17, 2022
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Trevor has been advising us for twenty years. A thoroughly reliable and honest chap, sociable and good company.
Suzanne Challes-Brown
Apr 16, 2022
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Trevor Phelps is a very conscientious financial advisor who becomes more of a friend than a business acquaintance. He is both knowledgeable and efficient in his dealings with fiance and always quick to respond to queries with accuracy and speed. I would highly recommend him.
Nick Carter
Apr 15, 2022
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Trevor has been my adviser for as long as I can remember. I have always trusted his advice completely. Always available to answer questions or queries. A very experienced and genuine financial adviser. I would recommend his services without any hesitation.
