Financial Services in Taunton

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Cooper Associates Wealth Management
Taunton, Somerset, TA1 1JR
Your situation is unique and so, if financial advice is to be truly valuable, it must be based on an appreciation of your individual circumstances. We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. We provide tailored solutions to our clients and offer advice on Investment Planning, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. With offices in Taunton, Exeter and Bristol we have an adviser close to you.
Investment Planning, Estate Planning, Auto Enrolment, Retirement Planning
See main listing - Cooper Associates Wealth Management
Anchor Financial Solutions
Taunton, Somerset, TA1 1TG
Our business deals with people who may have been mis-sold a mortgage or payment protection insurance (PPI). In relation to a mis-sold mortgage, take a look at the details below and see if this may be you: Here are some examples of how you could have been mis-sold your mortgage: - Re-mortgage for debt consolidation - Your mortgage was arranged through a broker - Interest Only - Took/takes you into retirement - Self Certified mortgage / Self employed If this sounds like you, call Anchor Financial Solutions to see whether we may be able to help you. You could be owed ?1,000''s......
Mis-sold products, Mis-sold PPI, Claims Management Company, Reclaim compensation, Mis-sold mortgage
See main listing - Anchor Financial Solutions
The Financial Detectives
Taunton, Somerset, TA1 4AS
As a well established family firm, we provide you with the usual traditional values associated with this type of company, along with the latest sourcing and database technology so we can deliver you a professional, friendly, reliable and personal "one stop" service for all of your financial needs. We specialise in residential and commercial mortgages, buy to let mortgages, secured and unsecured loans, pension referrals, will writing, life and income protection and general insurance.

Our approach to advice involves taking the necessary time to learn about your specific circumstances so we can offer you a bespoke financial solution. Our goal is to build a relationship with you that lasts for years, rather than a one off transaction. We will continue to help and service you as your financial needs evolve and we act as your financial "coach" throughout.

We have the advantage of being a whole of market broker. This allows us to source extremely competitive products and you can rest assured that we have searched from a wide range of options as apposed to just one or two lenders or insurers.
wills, life insurance, income protection, loans, mortgage
See main listing - The Financial Detectives

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Financial Services Taunton