For independent advice :

call us on 01822 618535

Or email info@westcountryfinancial.co.uk

There are many financial planning products available and over a 100 companies supplying them, most people need a little help deciding what’s best. There is a bewildering choice of options. Then there’s the jargon and constantly changing legislation. It then has to fit your circumstances.

That’s where we come in. Tied advisors will usually only provide advice from a limited number of providers. Being independent advisers, we can access virtually every financial product on the market, and without alliance to any insurance company, their is no conflict of interest. We work in YOUR best interests, not those of a financial institution, to give you peace of mind.

We are members of Sesame Limited, a nationwide network of independent financial advisers, which is authorised and regulated by the Financial Services Authority. With their support, and our experience, we review the whole financial marketplace to select the product and provider we believe to be the most suitable for you. Our recommendation could be based on choosing the companies with the most convenient charging structure, investment performance or rates. Not only will we advise you on  the most appropriate plans, we will also suggest which ones to avoid and why. We will only offer advice after gaining a full understanding of your financial circumstances, objectives and desires for the future. Needless to say, that information is regarded as highly confidential and used only for your advantage.