Best Financial Advisors in Bath

We get asked this quite a bit and we wish there was a simple answer to that, but unfortunately it is more complex than simply giving the name of a particular company or fund. What we can say is that we adopt a very thorough robust process in ascertaining the most suitable place for you personally to invest. This will factor in quite a thorough fact finding exercise and also what your individual attitude to risk is, what other money you have access to as well as your personal gaols and needs not just now but in future. After all what is suitable for one-person wont be suitable for another.

We deal with lots of people who are self employed, some who own limited companies and others who are sole traders. Just because you are self employed wont prevent you from getting a mortgage. Most lenders will expect to see at least 2 years accounts and will like to see increasing profits, but there are a few that will work with just one years figures depending on other criteria being met.

Yes, we do work weekends and also evenings. We fully appreciate that our clients have professional and personal commitments including children, work and the like. To restrict them to office hours Monday to Friday would be rather antiquated. We therefor offer very flexible appointment arrangements including home or workplace based meetings.