Bigmore Associates Ltd

Independent Financial Adviser  St Georges House, Walton on thames, Surrey, KT12 1AF
First meeting at adviser's own cost
Jargon free, concise but detailed financial planning.
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 review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
John Wheatley
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Adam Nettleship BA(HONS), APFS, CERT CII
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
What our clients say
When it comes to matters financial, there is nobody I would trust or rely upon more than Adam.
Rosie Doggett, London
About us

We have been looking after some clients on an ongoing basis for almost 40 years. Many are individuals or families, but we also work for a number of family trusts and small companies. There are four reasons why we have survived and grown, when so many other firms have disappeared, we give the best advice through changing times, we've maintained our independence, we've never grown too big and we're frank about fees.
We offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances.

Our services

Taking a diverse range of needs and formulating a simple to understand overall financial plan to help achieve your goals.

Where to find us
Head office address: St Georges House, 25 Bridge Street, Walton On Thames, Surrey, KT12 1AF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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