Finance/Mortgages

Digby Associates Ltd
Business Name
Business Category
Short Business Description
Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
Business Website Address
Description

Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.

Here at Digby Associates we recognised that as a firm, the highest value that we can offer clients is to work towards financial security by delivering coordinated wealth management. To that end, what goals do you have that will take planning, time, money and ongoing co-ordination to achieve?

As your partner in building wealth and security, we generally focus on ways that we can help you live your life the way that you want to.By engaging in the services of Digby Associates you assure yourself of regular financial reviews and valuations, along with access to new ideas brought to you by the team.

Langley House Mortgages Ltd
Business Category
Short Business Description
Fee Free Mortgage Broker
Business Phone Number
0117 251 5440
Description

Langley House Mortgages offer free expert mortgage advice, comparing thousands of deals from across the market to find you the most suitable option.

The company was set up by myself and my business partner Toby Fields after gaining our knowledge and experience working at London & Country Mortgages for many years. We take great pride in our work and customer service is at the forefront of everything we do, making sure the process is as streamlined and accurate as possible to avoid any unnecessary delays or complications. Unlike most brokers we do not charge any fees to our clients, so you can take full advantage of our service without worrying about costs and there is no obligation to proceed with any of our recommendations. We will be there to support your journey all the way through to completion and we will clearly explain each step of the process.

Bristol Bears – Official Mortgage Partner – We are proud to be partnered with a company who share our company ethos of supporting their local community. If you remortgage through us, we will offer a donation in your name, to The Bears Community Foundation or a local sports club.

Old Mill Financial Planning
Business Category
Short Business Description
Financial planning and financial services
Business Website Address
Business Phone Number
07825 620053
Description

Would you like to feel confident about your future? As an Independent Chartered Financial Planner I can help.

About us

We’re a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.

Our collaborative approach and brilliant processes will help to make those dreams a reality, starting now.

Our services

Old Mill is one of the leading financial planning firms in the South West and believe that a well-managed, individually tailored financial plan sits at the heart of helping you to effectively manage your wealth and achieve your financial objectives.

As a wealth management client your dedicated financial planner will work with you on an ongoing basis to provide bespoke advice and guidance as part of our detailed financial planning process.

About me

I am an award winning Chartered Financial Planner with over 10 years’ experience at Old Mill. I enjoy helping to support my clients achieve their goals, and I work with individuals at all stages in their lives.

Probert Financial
Business Name
Business Category
Short Business Description
Financial Planning and Wealth Management
Business Website Address
Business Phone Number
07711 249 236
Description

I help remove all financial anxiety and provide peace of mind by answering the big questions. I’m passionate about showing people how much is enough for the rest of their lives and helping clients identify, achieve and maintain their chosen lifestyle.

Every client is unique and individual, so the most important part of my job is to listen to your needs and understand what is important to you. My advice is delivered jargon-free every time so that you are fully aware of all of your options and the overall benefit to you.

My approach is systematic and compassionate, building on what you already have.   If you are unsure about any aspect of your finances my objective is to work with you and plan to make sure the optimum outcome is reached every time.

Smith & Williamson
Business Name
Business Category
Short Business Description
Financial planning and advice
Business Website Address
Business Phone Number
0117 376 2241
Description

Advising individuals approaching retirement, or business owners who are looking to or recently sold a business. Explaining how savings, investments and pensions can be used as part of a bespoke financial plan to achieve clients’ goals. This includes calculating when work can be stopped or reduced, making sure family are cared for (including inheritance tax planning) and reviewing pensions built up from current and previous employment.

Tim has been involved in financial services and investments for ten years. In addition to the diploma in regulated financial planning he holds a number of advanced qualifications on pensions, financial planning and investments. He enjoys helping people with complex financial positions, intricate pension work, and working with professional advisers, to make things clearer and more manageable.