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01934 310653

01173 701730

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Independent Financial Adviser Almondsbury

Independent Financial Advisers / IFA in Almondsbury

Invest Southwest have independent financial advisers based in Almondsbury and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Almondsbury. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Almondsbury such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Almondsbury including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Almondsbury such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Almondsbury including Remortgages and Equity Release
  • Personal Protection advice in Almondsbury such as Life Cover, Income Protection and Critical Illness

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01173 701730 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Almondsbury.

    Facts about Almondsbury

    The village is split by a steep hill, part of the escarpment overlooking the Severn floodplain. At the bottom of the hill is Lower Almondsbury where a pub and hotel, The Bowl Inn, is situated. South Wales, the Forest of Dean, the River Severn and both Severn Bridges are visible from the higher parts of the village.

    The pub takes its name from the bowl shape of the land surrounding the estuary. Parts of this whitewashed-stone inn were originally the three cottages erected in 1146 to house the monks building the adjacent church of St Mary the Virgin. The present building became a licensed inn in 1550.

    Also at the bottom of the hill is the local church, dedicated to Saint Mary the Virgin. The church and tower were built in 1140 AD. The lead-covered spire was added some time before 1619.

    Another pub, The Swan Inn, is located on the A38, in the upper part of the village, almost opposite an open space known as Almondsbury Tump.

    In March 2009 a community shopwas opened in the village by the not-for-profit Almondsbury Community Services Association (ACSA), situated opposite the Old School Hall at 14 Church Road.The community shop is staffed entirely by unpaid volunteers. The aim of theproject goes beyond a village shop, being a service for the village, to support local suppliers wherever possible, and to be another focal point where people in the village can meet. A proportion of the surplus generated by the shop is returned to community projects and organizations in the village. The main manager of the shop is Alun Evans.

    The village also has a motorway police station, a garden centre, and a restaurant/pub.

    Reviews and Ratings for Financial adviser Matthew Duncan, Derby