Both Ben & Emma are based in Somerset and provide highly personalised financial advice and wealth management services to individuals, families and business professionals in the South West and the Home counties. We have been involved in the financial services industry for the last 14 years, and whilst working within the finance sector have been able to gain much experience dealing with individuals and businesses by helping them achieve their financial objectives. Whether you want to preserve and build your capital, plan for a successful and comfortable retirement, generate investment income, preserve wealth through effective succession planning, minimise your tax liabilities or protect yourself from financial risk, we can help. We offer a wide range of financial services which include; Mortgages, Savings & Investment Planning, Retirement Planning, Corporate Advice, Estate Planning, Intergenerational Wealth Planning to name a few. We recognise that each of our clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations, covering all aspects of their financial circumstances. As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company. We welcome new clients and encourage people to get in touch to arrange a meeting in order that we can demonstrate our technical but, truly client centric approach. Today, we are offering an exclusive free entry competition, so come and find us at stand 196 for a chat and some nibbles.
Contact Points: Ben Warren on 01749681388 & Emma Rice on 07702 617078