Although all IFA’s are highly qualified people, and registered with the FSA, there may be times when you or your loved ones may prefer to talk to a female financial adviser.
I am an experienced female Independent Financial adviser, offering a local service for the people of Bath, Somerset and Wiltshire.
My goal is to work with clients who want to establish an ongoing relationship with a trusted adviser.
I offer a friendly, confidential and jargon free service. I am not a saleswoman, and have a fundamental belief that by listening to my clients, and acting on their behalf and not that of product providers, or insurance companies that I can help them achieve their financial goals.
Highly recommend...Very helpful and nothing was too much trouble for them, got me a fantastic mortgage deal and I will definitely use them again in the future.
LeanneDave Rees helped us with a number of financial issues we had been putting off for ages. He helped us identify our main requirements and was able to give us a range of options and clearly explain the pros and cons of each. We were able to make an informed decision about the best route forward for us and if we had any queries no matter how small Dave was always easily contactable and happy to help. I recommend his services to everyone I know. Claire B
What a great company - helped with our mortgage initially but have also helped with getting the best out of our pensions too. I would (and do) highly recommend!
Louise PExcellent, honest and fair advice given. Very competitive prices for mortgage and insurance policies. Would definitely recommend.
Sadie ROnce again thank you for your help and advice, we will definitely contact you on any future money concerns and will be sure to recommend you to our friends etc. Thanks once again. Annette & Tony
