We are a firm of Independent Financial Advisers based in Clevedon, Somerset. Company principals Alan Bridges has recently retired and Bill Clews is still happily working providing the best advice, however slowly reducing his workload. The company provides advice to both individuals and companies throughout the UK on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have the expertise in finding the most suitable solution for our clients’ needs. We provide advice and help following a financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following our initial meeting, we will take time to consider your situation, needs and priorities. We will then prepare in writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We are a fee based company. Our fee for work to be carried is agreed at outset. Introducing a fee structure has enabled us to offer impartial unbiased advice to our clients with no conflict of interest. However if a product provider pays us a commission, this can be rebated, refunded to the client or can be used to offset our fee.