Goodwood House, Blackbrook Park Avenue, Taunton, Somerset TA1 2PX

FCA Number: 148300
Total No. Advisers: 8
No. Offices: 5
Locations: Taunton, Yeovil, Chard, Weymouth & Weston-Super-Mare

Financial Advisers

Paul Holt

Location: Taunton

Telephone: 01823 286096

Chartered Financial Planner APFS. Specialises in Pensions, Retirement Income, Inheritance tax planning and Wealth management for high net worth families and trusts.

Louise Osborne

Location: Weston-super-Mare

Telephone: 01934 642222

Chartered Financial Planner specialising in Later Life and Trusts. Dip PFS, SOLLA, STEP accredited, specialising in Later Life, Trusts and Equity Release cases.

Christian Hartnell

Location: Taunton

Telephone: 01823 286096

Dip PFS, specialities include Pensions and SIPP/SSAS work

Michael Seagrove

Location: Taunton

Telephone: 01823 286096

Chartered Financial Planner specialising in Later Life and Trusts. APFS, SOLLA, specialising in Later Life, Trusts, Equity Release cases and Business Protection.

Andrew Hopper

Location: Taunton

Telephone: 01823 286096

Dip PFS, specialising in Auto Enrolment, Workplace Pensions and Business Protection.

Claire Musson

Location: Taunton

Telephone: 01823 286096

Certified Financial Planner. ACII, Dip PFS, specialising in Pensions, Retirement Income, Inheritance tax planning and Wealth management for high net worth families and trusts.

Calum Butt

Location:

Telephone: 01823 286096

Dip PFS. Specialises in Pensions, General Investments and Life & Critical Illness Protection.