Yeovil
Yeovil is the largest centre in South Somerset, a natural base for whole-of-market advice to the town, surrounding villages, and the wider Somerset-Dorset corridor.
Somerset
Independent Financial Advice in 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.
Taunton
Taunton is Somerset’s county town with a wide spread of ages and incomes, so day-to-day work covers first homes, remortgages, workplace pensions, and building ISA and investment habits.
Chard
Chard is well linked to Yeovil, Taunton, and the Somerset Levels; many clients here want straightforward advice by phone and online that still taps the whole UK market for mortgages and pensions.
Crewkerne
Crewkerne lies between Yeovil and Taunton, with the same independent, whole-of-market research delivered by phone and video.
Ilminster
Ilminster sits between Chard and Taunton; clients here often want a local, accessible adviser by phone and video, with whole-of-market choice for mortgages, pensions, and family protection.
Sherborne
Sherborne draws from North Dorset and the edge of Somerset; many clients want clear explanations by phone or video when juggling mortgages, school-age family costs, and longer-term pensions.