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

Julian Strauss

Senior Financial Planner, Certified Financial Planner

Julian has joined Bigmore Associates as a Senior Financial Planner and brings with him over 23 years industry experience in investments and Private Client Wealth Management. Highly qualified as a CFP (Certified Financial Planner) and a Chartered Member of the Institute for Securities & Investment, Julian’s passion is to help ensure, with the use of Lifetime Cashflow analysis, that clients have an effective risk managed investment strategy in place to achieve all their medium and longer term financial goals. Julian enjoys a good work life balance and loves spending time with his wife and two sons, especially on the golf course!

julian@bigmoreassociates.com

Chris Layzell

Chris Layzell – Mortgage and Protection Adviser Cert CII (MP & ER)

Chris joined Bigmore Associates in 2013 as a general administrator and has worked up to his current role of Mortgage, Equity Release and Protection Adviser. Chris deals with all aspects of the role including purchases, remortgages, additional borrowing, buy to let mortgages and supporting life cover, as well as becoming an equity release specialist. He is also continuing his professional development with the aim to be a fully qualified financial planner within the next 2 years. In his spare time Chris enjoys getting out on his bike and exploring the countryside.

Reviews and Ratings for Financial adviser Chris Layzell, Kingston-upon-Thames

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 – Mortgage and Protection Adviser Cert CII (MP & ER)

Cain joined Bigmores in 2016 and offers advice on all aspects of 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, and is continuing to expand his role at Bigmores by studying for a diploma in financial planning. Outside of work, Cain’s interests include music, cooking and history, in which he has a masters degree.

Reviews and Ratings for Financial adviser Cain Stennett, Kingston-upon-Thames

cain@bigmoreassociates.com

Owen Salameo

Trainee Paraplanner

Owen entered the financial services industry in 2014 as a financial assistant for a well-known wealth management firm. After completing his degree in Banking and Financial Planning, Owen is now working towards his Charted Status and is a key member of the paraplanning team. Whilst developing his career and studying Owen has very little spare time, but when he gets the chance he enjoys keeping tabs on the Fast Track 100, eating out, competitive sports & travelling.

owen@bigmoreassociates.com

Emilie Gentleman

Valuations 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 generates valuation reports for client assets held under management. Emilie has recently moved to a part-time role, since having her first child.

emilie@bigmoreassociates.com

Debbie Brant

Technical & Compliance Manager

Debbie has over 20 years of experience in Financial Services and initially worked with Bigmores between 2010 and 2016 as a Paraplanner. Now Diploma qualified and working towards Chartered status, she has recently rejoined the company, as the Technical and Compliance Manager supporting Adam with the day to day oversight of the business. She also holds the Pension Transfer and Mortgage qualifications.

debbie@bigmoreassociates.com

Aida Dragan

Trainee Paraplanner

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 part of the paraplanning team. Aida holds a BA and MA in Business Administration and is currently working towards diploma status.

aida@bigmoreassociates.com

Julie Oliveira

Mortgage and Investment Administrator

Julie recently joined Bigmore in 2019 as a Mortgage and Investment Administrator providing support to both teams. She previously worked in admin and trained as a financial assistant at her previous employment. Julie brings 14 years’ experience in the Banking Industry.

julie@bigmoreassociates.com

Cheryl Finch

Office Administrator

Cheryl joined us in March 2019 as front of house and she also provides administrative support to the team. Cheryl has lived and worked locally for most of her life. She enjoys walks along the river Thames with her dog, Bert and she particularly loves being with her family, friends and especially, her 2 grandchildren who are the apple of her eye.

cheryl@bigmoreassociates.com

To find out more, call us on 01932 253939 or email us at info@bigmoreassociates.com © 2018. Bigmore Associates.