Somerset · Dorset · Devon
Areas served
I'm an independent, whole-of-market financial adviser based in Yeovil, serving Somerset, Dorset and Devon. Appointments are by phone and video, with your client hub for documents, factfinding and reviews.
Somerset
I provide independent, whole-of-market mortgage, protection, pension and investment advice across Somerset. I'm based in Yeovil and regularly work with clients in Taunton, Chard, Crewkerne, Ilminster and Sherborne by phone and video, with your client hub for documents, factfinding and reviews.
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I advise clients across Dorset, from coastal Bournemouth and Poole to Dorchester, Weymouth and Bridport. My service is independent and whole of market, with appointments by phone and video and a client hub for onboarding, documents and reviews.
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I support clients across Devon, with Exeter as the regional hub and regular work in Honiton, Sidmouth and Axminster. Whether you are buying, remortgaging, reviewing protection, or planning pensions and ISAs, you get the same regulated, independent process I use across Somerset and Dorset.
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Dorset
Devon
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