With the ever-changing financial landscape, having access to the most up to date information and 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.
As our business is defined by our client first ethos, we want to bring our expertise to you and your teams.
Our clinics can cover one or a combination of the following topics:
Estate and inheritance tax Planning
Whether you are looking for the basics of how to begin, or have questions about the next steps for you, we welcome anyone and everyone who is looking to understand or change their current situation.
Depending on which clinics you are interested in, the free review meetings will broadly consist of:
If you are interested in a Pensions clinic, there will be a short presentation before the 1-2-1 meetings. This short presentation will cover:
Attending the presentation is not mandatory to have a 1-2-1 meeting, however attendance is strongly encouraged.
Meetings will be set on a prearranged date which you can find in the email sent from your HR department.
If you are interested in booking an appointment please reply to that email and note which topic you would like to discuss.
Clare Ridlington FPFS
Head of Advisory, Chartered Financial Planner
Clare joined Bigmore Associates as a Chartered Financial Planner in 2021 and was made 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 she previously worked at Standard Life Assurance Co as a Business Relationship Manager.
Supporting Independent Financial Advisers in Surrey and the surrounding area, consulting on all areas of their businesses from marketing and client communications through to profitability and technical updates. 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.
Outside of work Clare enjoys travelling around the UK and Europe with her husband and two sons.
Chris Layzell Cert CII (MP & ER)
Head of Mortgages & Protections
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.
Cain Stennett Dip CII, Certs CII (MP & ER)
Financial Planner & Mortgage Advisor
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.
Luke Davies MSWW Certs Cll (MP)
Director Bigmore Wills & Probate, Will Writer
Luke is perfectly positioned to help clients navigate the difficult process of leaving the most tax efficient legacies. As well as helping clients create the perfect Will he can help with all aspects of Estate Planning.
‘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.’
As part of our passion for all things financial services, the team at Bigmore Associates prioritises providing financial education resources to both our clients and the general public.
We know that understanding finances can take away some of the anxiety people feel around this logistical element of life. Sharing our knowledge and expertise supports our belief that financial planning is not just for those with excessive wealth. It is for everyone.
Our Insights page is filled with information and tips covering every aspect of our business, your financial life and financial wellbeing. Here are some pieces which might be of interest to you.
Upon expiry of your initial mortgage contract it will be time to make a decision.
Do you remortgage, do a product transfer, or even take a further advance? The choice you make when it comes to obtaining a new mortgage deal will depend on the lending market, your needs, wants and affordability. Let’s take a look at what each option is and why you might, or might not, choose them.
Sadly, over 60% of people in the UK dies without a valid will in place.
When this happens, the specifics of how your estate is distributed are decided by what is known as the Rules of Intestacy. Falling back on this rule could lead to your loved ones having to endure a lengthy court process, rather than have the time and space they need to grieve their loss. Therefore, it is important that you understand what will happen to your family and your estate should you die without a Will.
A pension might be the biggest source of income during your retirement.
Though you might be eligible for a state pension, which varies in amount based on your employment history, this sum alone is unlikely to be able to provide you with enough financial support in your later years. Therefore, the sooner you start paying into a pension offered by your employer, the more potential your pot has for growth before you reach retirement age.
In addition to Pensions, Mortgages and Wills, Bigmore Associates offers a range of services including:
To learn more about Bigmore Associates visit our About Us page.
Bigmore Associates is offering a discount of 10% on our services to new clients we meet at our clinics.
There is no obligation to move forward with us after we have our first meeting. However, if you do opt to work with us on your mortgage, will or estate planning needs you are eligible for the 10% discount.
For any additional information about Bigmore Associates or how we can best serve you email firstname.lastname@example.org. Or fill out the contact form below.
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