Financial Advisers (Independent) in Bath
1A Queen Square
We provide a high quality financial planning service to a select group of high net worth clients. Our specialism is Inheritance Tax planning, long term care, retirement and cautious investment strategies for clients aged over 55. We were shortlisted in 2 categories of the Money Management Awards 2011 and the best small IFA category of the Professional Adviser Awards 2011. We are experienced advisers with advanced qualifications in long term care, Inheritance Tax and cautious investment planning.
Chartered Insurance Institute, Institute of Financial Planning
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