505 Worle Parkway, Worle, Weston-super-Mare BS22 6WA

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

Financial Advisers

Louise Osborne

Location: Weston-super-Mare

Telephone: 01934 642222

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

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.