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
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
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
We would like to reassure our clients that City Financial Planning Ltd in Bath and Exeter have no connection whatsoever with City Financial Investment Company Ltd of Queen Street in London, which has recently gone into administration. Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best.
With over two decades of experience, we provide a personal financial service tailored to each individual client. Whether you want to be advised at every step or take a back-seat role, our mission is to surpass your expectations by maintaining trust, accessibility and integrity.