About Us

Bigmore Associates was founded when Britain had just switched over to decimal currency, we had not yet joined the E.C. and a 3-bedroom house in Walton on Thames cost £8,000. We are a financial services business which provides independent financial advice to a broad range of private individuals, trusts and small businesses.
The business is run from offices in Walton on Thames, Surrey, but provides financial counselling, financial planning, investment management and asset protection services to clients spread across the UK and Internationally. In line with the demands of our busy clients we do not insist on meeting all clients at our Surrey base.
We have never grown too big. Our first concern is always to offer our existing clients the best financial advice and service we can. So when you become a client of Bigmore Associates you will know we have the capacity to do the same for you.
We are frank about fees. You will always know in advance how much our services will cost…..we do not like to be surprised by fees and we know our clients do not either.
We specialise in Wealth Management, Financial Planning and provide Mortgage Services, and Life & Health Protection Planning.

WHAT WE DO

As independent financial advisors we are in the advantages position of working with the whole of the market to find the best financial solution to meet your needs.

We will always start by gaining a wider knowledge of an individual’s needs and overall financial and personal situation. Once we recognise the requirements and the constraints we will then build a personalised plan to meet your needs and review this regularly over time. Our wealth of experience and technical qualifications allows us to advice on all forms of financial advice so get in touch to arrange a free initial consultation.

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.

Fees & Charges

 
We offer a free initial consultation where we will assess your overall financial position and gain an understanding of your requirements. Our charges are typically based on an overall fee for the project we undertake for you so will reflect the complexity, likely timescales and scale of the work. Once we have a gauge of the project work we will then provide and accurate quote and wont undertake and chargeable business without your express consent.
All charges/fees will be fully disclosed to you. These will be disclosed in summary form before we undertake any work for you. The precise charges relating to any work or recommendations we make will be confirmed in your suitability report or relevant product disclosure information that is provided to you.  There is no additional cost to you for using a means of distance communication.
Adam Nettleship

Managing Director, Chartered Financial Planner

Adam started working for Bigmore Associates on work experience over 15 years ago and after joining the firm full time has worked through every role before taking over as a director 8 years ago. Highly qualified to chartered status Adam combines technical knowledge with strong experience in all aspects of financial planning. As the business owner, Adam ensures the highest standards of advice and service are upheld throughout the business in an ever changing financial landscape.

adam@bigmoreassociates.com

John Wheatley

Financial Planner, DipPFS

John has worked in Financial Services for 18 years as a Financial Planner, and has settled back at Bigmores in this, his second period with the firm.  John has experienced every type of market condition within this period and is therefore well equipped to deal with the challenges that lie ahead.  Maintaining strong and communicative relationships are at the core of what we do as Financial Advisers, and this has meant that John continues to look after individuals and their families stretching back to his first meetings as an adviser nearly two decades ago.  You will find John to be direct and straightforward in his approach, from the first meeting onwards.  John is married to Rachel, Bigmores Will Writer, and they have six children between them.

johnw@bigmoreassociates.com

Chris Layzell

Mortgage and Protection Adviser, Cert CII (MP & FS)

Chris joined Bigmore Associates in 2013 as a general administrator and has worked up to his current role of Mortgage and Protection Adviser. Chris deals with all aspects of the role including purchases, remortgages, additional borrowing, buy to let mortgages and supporting life cover. He is also continuing his professional development with the aim to be a fully qualified financial planner within the next 2 years.

chris@bigmoreassociates.com

David Dunn

Financial Advisor

David joined Bigmore Associates in November 2016 having spent 28 years working at Standard Life Assurance Co as a Broker Sales Consultant and Business Consultant dealing with Independent Financial Advisers in London West End and more recently in the Surrey area. During this time David engaged with Financial Advisers, dealing with Life and Investment Financial product requirements for their clients together with investment management considerations from individual funds through to Discretionary Managed Portfolios. David lives in West Wimbledon and is married with 3 children.

david@bigmoreassociates.com

Cain Stennett Certs CII (MP & ER)

Mortgage and Protection Adviser

Cain joined Bigmores in 2016 having completed his postgraduate studies, and worked in a varied admin support role. Currently, he offers advice on all aspects of the mortgage market and hopes to cater for each individual’s personal requirements.

cain@bigmoreassociates.com

Hussain Bhaiji Chartered ALIBF, CeMAP

Paraplanner

Hussain joined Bigmore Associates in 2016 as a Paraplanner, having worked in the financial services industry for seven years. He is responsible for a large proportion of the initial research and planning aspects of the advice process. Hussain holds the DipFA and CeMAP Qualifications and achieved chartered status in July 2017.

hussain@bigmoreassociates.com

Emilie Gentleman

Senior Administrator

Emilie joined Bigmores in 2014 as a financial administrator, having worked in the financial services industry previously. She provides support to the advisers with a variety of research and admin-based tasks, and recently started the Diploma in Regulated Financial Planning, which she is aiming to complete in 2017.

Owen Salameo

Pensions and Investments Administrator

Owen joined Bigmores in 2018 as a pensions and investments administrator, having previously worked as a financial assistant at a well known wealth management firm. Owen currently provides support to the advisers with a variety of research and admin-based tasks, and is seeking to complete his Diploma in the near future with the aim of becoming a successful paraplanner.

owen@bigmoreassociates.com

Aida Dragan

Valuations Administrator

Aida joined Bigmore Associates in 2018, as a pension and investment administrator, having previously worked as a financial administrator for a wealth management company and as an Assistant Lecturer in Consumer Behaviour and Business Negotiations. She provides support with research, administration and audit, as well as with preparing portfolio valuations. Aida holds a BA and MA in Business Administration and plans to get further financial services qualifications in the near future.

aida@bigmoreassociates.com

Michelle Adlington

Accounts Administrator

Michelle handles all aspects of our accounts, and provides admin support to the team.

michelle@bigmoreassociates.com

To find out more, call us on 01932 289789 or email us at info@bigmoreassociates.com © 2018. Bigmore Associates.