With the ever-changing financial landscape, having access to the most up to date regulations, information, products and/or offers can make the difference between finding the best possible option for you vs whatever the internet suggests. Speaking with a qualified expert in financial services can help you do just that. This is why Bigmore Associates is offering free, in-house clinics for businesses. By bringing our advisors to you, we can help start you and your colleagues on the path to a strong financial future.
Providing you with professional pensions advice to help you save, tax-efficiently into a pension plan for a financially secure retirement.
We'll find the right mortgage for you and take care of the application process on your behalf.
Are your wishes for your estate to be passed to your loved ones? If so, making a Will is essential.
Helping you to protect family wealth for future generations through effective tax and trust planning.
Clinics can be held in person at your offices, virtually or a combination of the two. They are available for full or half day bookings, depending on how many employees there are in your company.
Head of Advisory
Chartered Financial Planner, FPFS
Clare joined Bigmore Associates as a Chartered Financial Planner in 2021 becoming Head of Advisory in 2023. She brings with her over 19 years of industry experience. Highly qualified as a Fellow of the Professional Finance Society, Clare is passionate about helping clients achieve financial freedom and she can use her many skills to assist them on every step of that journey.
Head of Mortgages & Protections
Cert CII (MP & ER)
Chris deals with all aspects of mortgages & protections including purchases, remortgages, buy to let mortgages and supporting life cover, as well as becoming an equity release specialist.
Chris is a big sports fan and keen cyclist; he can often be found cruising around the Surrey Hills in his spare time.
Financial Planner & Mortgage Advisor
Dip CII, Certs CII (MP & ER)
Cain offers advice on all aspects of financial planning, the mortgage market, protection, and equity release. He has experience catering to clients from all walks of life, always aiming to provide clear, concise advice.
Outside of work, Cain’s interests include music, gaming, and history (in which he holds a masters degree) as well as watching sport and spending time with friends.
Director Bigmore Wills & Probate, Will Writer
MSWW Certs Cll (MP)
As well as helping clients create the perfect Will, Luke is perfectly positioned to help clients navigate the difficult process of leaving the most tax efficient legacies.
‘I am proud of the tailored advice and value delivered to clients from all walks of life. Being able to help write Wills, considering the individual wishes of the clients and making sure estates are left in the most tax efficient way.’
If you are interested in holding a Bigmore Associates clinic for your company, please fill out the contact form below or email info@bigmoreassociates.com
Once a date is decided we will agree the schedule of appointments and the best way for your employees to book their time slot. Booking is often handled by the company we are working with, but we do have an option of managing the booking process for you.
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