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Contributor

80%

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4.8out of 5

Darren Baker

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% clients advised in each area  :

Investments

80%

Annuities

33%

Pensions

67%

Insurance & Protection

7%

Later life planning

7%
I provide practical financial advice and professional investment management – all delivered with a fee guarantee. A "Second Opinion Service" provide... Read More
Serves clients with: Over £500k of investable assets or household income
Darren's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

MATCH FOR YOU

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4.9out of 5

Alistair Wallace

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% clients advised in each area  :

Investments

67%

Annuities

33%

Pensions

92%

Insurance & Protection

17%
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both p... Read More
Serves clients with: Any level of wealth
Alistair's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

MATCH FOR YOU

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4.6out of 5

Trevor Phelps

More Info
% clients advised in each area  :

Investments

82%

Annuities

18%

Pensions

47%

Insurance & Protection

12%

Later life planning

18%
A Finance Ltd advises on Investments, Pensions (including Auto-Enrolment) and protection, plus at retirement planning to maximise the benefits from yo... Read More
Serves clients with: Over £50k of investable assets or household income
Trevor's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

68%

MATCH FOR YOU

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5.0out of 5

Adrian Rooney

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Offshore investing, Saving for children, Stockbroking services, Annuities, Mortgages
Independent Financial Advisor with over 25 years experience in the financial services industry. A specialist in investment advice and bank/building so... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

68%

MATCH FOR YOU

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5.0out of 5

Karen Gregory

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% clients advised in each area  :

Investments

60%

Pensions

40%

Insurance & Protection

27%

Later life planning

20%
I offer a local and friendly service, with over 30 years experience in the banking/finance industry. I have lived locally all my life and have been mo... Read More
Serves clients with: Over £50k of investable assets or household income
Karen's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

66%

MATCH FOR YOU

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Robin Keyte

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children
Robin Keyte has been a director of KEYTE Chartered Financial Planners since 1997, and joined the company after completing a PhD in chemistry. He is fe... Read More
Serves clients with: Any level of wealth

Latest client reviews of Taunton IFAs

He gives very practical sensible advice, based on what is needed for us.My financial situation has b....regularly and enables us to check how funds are performingand whether/when fund switches are needed.   Read More
Sarah Lawson
We first met Anthony Harris about seven years ago. He came into our lives when we were at a very lo....nd extremely reliable. We are so glad to know him and cannot imagine not having him in our lives .    Read More
Roger Tucker

Can't find the right Taunton IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Taunton.

Lee TomkinsWilkie May and Tuckwood Mortgage Services Ltd
Mark CooperMoneywise Financial Management
Alec RuthvenA M Ruthven & Associates Ltd
Peter StewardCooper Associates Wealth Management Ltd
Graham EvansWestern Financial Planning Ltd
Andrew SalterAshbeer Wealth Management Ltd
Looking for a different Independent Financial Advisor (IFA) in Taunton? Search by name