Northseam Independent Financial Planning

Independent Financial Adviser  Hornets, Yeovil, Somerset, BA20 1BA
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Sam Thorne

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

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,

Where to find us
Head office address: Hornets, Richmond Road, Somerset, Yeovil, BA20 1BA
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
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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