Northseam Independent Financial Planning

Independent Financial Adviser  Hornets, Somerset, Yeovil, BA20 1BA
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FCA authorised
Last authorised 22nd February 2021
Its all about you and we will look to tailor our proposition and service to suit your requirements.
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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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Sam Thorne
About us

Northseam Independent Financial Planning has three key principles.
Firstly to ensure a high level of Service and Continuity of advisor, to ensure our clients are looked after and serviced over the longer term.
Secondly an Independent Whole of Market proposition, our independent status is a key foundation to our service, ensuring we can advise on products across the whole market place. Therefore, we act solely in the best interests of our clients at all times.
Thirdly, a fair and explicit charging structure which is competitive and reflects our desire for long term client relationships.
At Northseam its the client that's important and we look to offer a personalised, tailored, professional and friendly service and proposition. With over 20 years experience in the industry and a leading national network provider behind us we can deliver a localised personalised approach but with the security and back up of the Vision Independent Financial Planning brand and company.
We have private interview room facilities if required or we are able to meet you at your home anywhere across the UK

Our services

We tailor our proposition and service to your requirements and offer a competitive, fair and transparent charging structure and look to build long term ongoing relationships,

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

Northseam Independent Financial Planning is a trading style of Northseam Ltd which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register

Hornets, Richmond Road, Somerset, Yeovil, BA20 1BA

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