25 King Street, Bristol, BS1 4PB

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

Financial Advisers

Claire Musson

Location: Bristol

Telephone: 0117 9623100

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

Lorraine Balcombe

Location: Bristol

Telephone: 0117 9623100

Mortgage Consultant - CeMAP Diploma CeRER. Specialises in Moving House, Remortgages, Equity Release, Bridging Loans.