West Country Financial Services

Tregonwell Road Exmoor Business Centre
Minehead, Somerset
TA24 5DU

Since 2004

Contact
01643 702121 - or - Email

Local office in Minehead serving West Somerset and Exmoor areas for Independent Financial and Mortgage Advice.

Established in 2004 we are part of Positve Solutions, the largest Independent Financial Advice network in the UK today.

Main areas of business include:

- Residential purchase and Remortgage business;
- Commercial Mortgages and Secured Loans;
- Life Assurance and Critical Illness;
- Pensions and Investment Advice;
- Income Protection, Employee Benefits and General Insurance Needs.

Services

Financial Services & Advice - Independent Financial Advisor
Financial Services & Advice - Independent Financial Advisor

Staff

Mr W S P Clark, Independent Financial Advisor with over 25 years experience, Chartered Insurance Practitioner, BSc(Hons) , A C I I , CeMAP , Dip Financial Services.

Fully authorised with Financial Services Authority.

Mrs A J Clark, Secretary, pa and Paraplanner.

Memberships

Directly Regulated by FSA

Chartered Insurance Practitioner

CeMAP

Society of Financial Advisors

BSc(Hons)

MLIA(dip)

Area of Business

With over 350 clients situated throughout the UK we have built up a steady stream of recommendations and referrals through providing a personal, friendly and professional service.

Personal and Corporate clients are welcome.

Full Range of Products and Services are available.

Fees

Fees/Commission payment routes available.

Mortgage Fee normally 0.25% of advance subject to minimum fee £250.

Independent Financial Advice fee normally £100 per hour; hours of employment to be agreed at outset.