Informed Choice (South West) Limited

Independent Financial Adviser 18 Church Farm Business Park, Corston, Bath, BA2 9AP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Christine Morris Morris CFPCM APFS, CHARTERED FINANCIAL PLANNER
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

18 Church Farm Business Park, Corston, Bath, BA2 9AP

Contact us
About us

We are Chartered Financial Planners and we have been providing clients with professional and logical solutions on a wide range of financial planning needs for over 30 years. We pride ourselves on our friendly and long term relationships with clients and on our ability to communicate in plain English. Our charges are competitive and fair and are always agreed at the outset. The first meeting is always free so potential clients can assess us and the work we do, without incurring costs

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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