What is financial advice

Financial advice covers a wide variety of topics and can mean different things to different people. We deal with clients with needs varying from buying their first home to managing large and complex investment portfolios. Regardless of your needs we treat all our clients the same way and with the same level of attention.

Advice may relate to a specific need such as drawing from a pension plan or arranging suitable life assurance but typically individual’s financial requirements are all interlinked. We take a holistic approach to financial planning and ensure any individual advice areas are considered as part of a wider goal of meeting your short and long term aims.

Whether you need specific one off advice or a long term ongoing service we can tailor our services to fit you best. 

Today, we offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. You can find us listed on many reputable financial directories such as www.unbiased.co.uk , www.finance-central.co.uk and www.ukfinancialadviser.co.uk.

Bigmore Associates is authorised and regulated by the Financial Conduct Authority.

Talk to us about:

Pension transfers
Pension savings
Stakeholder pensions
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Retirement annuities
Impaired life annuities
Income drawdown
Group/Company Pension Schemes
Commercial Property Finance
Development Finance

Lifetime Mortgages
Buy to Let mortgages
Residential mortgages
Endowment reviews
Life assurance
Critical illness
Shareholder protection
Keyman assurance
Mortgage protection
Private Medical Insurance
Structured investments
Cash deposits

National Savings & Investments
ISA savings
OEIC portfolios
Offshore Bonds
Onshore Bonds
Alternative investments
Inheritance tax planning
Family trusts
Offshore savings
Inheritance trusts
Solicitors & Accountancy introductions
Lasting Power of Attorney

 Contact Adam by phone or email to arrange an initial appointment.

To find out more, call us on 01932 253939 or email us at info@bigmoreassociates.com © 2010. Bigmore Associates.

Bigmore Associates Ltd are Authorised and Regulated by the Financial Conduct Authority

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