Bespoke Independent Financial Advisers

Independent Financial Adviser  6 Drake Close, Saltford, Somerset, BS31 3LW
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FCA authorised
Last authorised 21st September 2020
FREE CONSULTATION - UNBIASED
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
Meet our advisers
Adam Wyrill
Chartered Wealth Manager
About us

We work for you rather than a provider, insurance company or bank. Our Independent Financial Advisers are truly independent and offer a flexible approach to financial planning, wealth management and pension advice. We are committed to helping our clients achieve their financial goals in a way and at a pace they are comfortable with.

Our services

Our advice is based upon a comprehensive and fair analysis of the entire investment industry and financial services market, resulting in our clients receiving truly bespoke, unbiased and personalised wealth management advice.

We offer a free consultation for those wishing to meet with an adviser fee free.

Call us on <phone number hidden> or visit our website <url hidden>

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

6 Drake Close, Saltford, BS31 3LW

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