When selecting an Independent Financial Adviser, it is important to establish that they are not only authorised but also independent, suitably qualified and experienced.
We are confident that we fit these criteria and more. Our team have decades of experience between them, helping clients with their financial planning, whether that’s with their personal wealth or with their business – often both, as people’s personal life and work life are inextricably linked. Hartsfield are Independent Financial Advisers (IFAs) and financial planners headquarters in Corsham near Bath, Bristol and Swindon.
Communicating the benefits of one pension over another can be a complicated business.
Often, there’s no simple answer and the distinctions are blurred between one off-the-shelf product and another. In developing our portfolio, foremost in our minds has been a desire to avoid pigeonholing your valued clients and their diverse needs.
Surely it’s better to first understand the circumstances and objectives, then put forward plans and solutions which reflect each individual’s aspiration for a secure financial future.
Queens Square Wealth Management Ltd was established in 2009 and is a Partner Practice of St. James’s Place Wealth Management, it is owned and run by Gemma Young.
Our offices are on Corsham High Street, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the Cotswolds and surrounding areas. Based on core values of excellence of service and above-all integrity, at Queens Square Wealth Management Ltd, we will provide you with bespoke wealth management solutions that you require to satisfy your needs both now and in the future.
South West Business Finance (SWBF) is open for business and is currently helping a number of businesses acquire the funds they need to grow in 2018.
SWBF is now being recognised on a national scale for achieving success for clients, we go out to multiple lenders when finding a product, offering a much more flexible approach to a mainstream bank.
Chase de Vere have been providing independent financial advice to individuals and businesses for over 40 years.
Based in Bath but covering the whole of the South West, we can provide a full range of advice services to individuals and employee benefits consulting to businesses. Being independent allows us to provide tailor-made solutions, drawn from the best providers and the best products the whole market can offer. Please contact us to find out how we can help you or your business achieve your goals.