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Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Chris Symonds has been providing financial advice for over 10 years. At Coronation, we provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.