We provide highly personalised financial planning advice to both business and personal clients. We advise on retirement planning, savings and investments as well as life/health insurances.

Because each of our clients is unique we tailor our services to your individual needs. We take time to listen to you and ensure that we fully understand your requirements.

We then provide bespoke solutions, delivered professionally and in jargon free terms. We take pleasure in delivering a high standard of service to all our clients.

Barrie Spencer has been in the financial services business for over 30 years. He specialises in providing high quality advice, taking time to understand his client's needs.

By understanding our clients needs we can provide ongoing financial advice that remains relevant to your changes in circumstances.

We offer advice to both private and business clients.

Our areas of expertise include personal retirement planning, investment and savings, personal protection and taxation planning.

We are also able to arrange mortgages, remortgages and buy to let mortgages.

We are happy to work with clients on either a fee or a commission basis but we will explain all of the options available to you before we carry out work on your behalf. This ensures that an informed decision can be made about which option suits you best.

Financial Planning Certificate - FPC 1/2/3

CeMAP Examination qualification

Member of IFA Promotions

Our firm is pleased to be a trading style of Source Financial Limited, Source House, 10 Middle Street, Taunton, Somerset, TA1 1SH, which is registered with the Financial Services Authority.