Contact By Post Contact By Phone 01934 310653 / 01173 701730

01934 310653

01173 701730

Email Linked In Blogger Google Plus Facebook Twitter

Make A Quick Enquiry

Provide us with a few details and we will be back in touch with you as soon as possible
Full Name
Phone No.
Email Address
Best time to call
Message
Send Enquiry

Please enter the code:

Captcha
Send Enquiry

Independent Financial Adviser Clevedon

Independent Financial Advisers / IFA in Clevedon

Invest Southwest have independent financial advisers based in Clevedon 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 Clevedon. 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 Clevedon such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Clevedon including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Clevedon such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Clevedon including Remortgages and Equity Release
  • Personal Protection advice in Clevedon 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 01934 310653 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Clevedon.

Facts about Clevedon

Clevedon is a town and civil parish in the unitary authority of North Somerset, which covers part of the ceremonial county of Somerset, England. The town has a population of 21,957according to the United Kingdom Census 2001.

The town is situated amongst a group of small hills alongside the River Severn estuary, including Churchill,Wain's hill (which is topped by the remains of an Iron Age hill fort), Dial hill, Strawberry hill, Castle hill, Hangstone hill and Court hill which is a Site of Special Scientific Interest. Clevedon was mentioned in the Domesday Book but did not really grow until the Victorian era when Clevedon became apopular seaside town. It was served by a short branch line from the main railway at Yatton, between 1847 and 1961. Another railway also served the town,the Weston, Clevedon and Portishead Light Railway, which opened in 1897 and closed in 1940.

The seafront includes ornamental gardens, a Victorian bandstand, and other visitor attractions. The Salthouse Field has a light railway running round the perimeter and is used for donkey rides during the summer. The shore is a mixture of pebbled beaches and low rocky cliffs, with the old harbour being at the western edge of the town at the mouth of the Land Yeo. The rocky beach has been designated as the Clevedon Shore geological Site of Special Scientific Interest. Clevedon Pier was opened in 1869, one of the earliest examples of a Victorian pier still in existence in the United Kingdom. During the 20th century it fell into disrepair but was dismantled, restored and rebuilt, reopening in 1986. Other landmarks include Walton Castle, Clevedon Court the Clevedon clock tower and the Curzon cinema.Clevedon has a certain amount of light industry, mainly in industrial estates including Hither Green Trading Estate near the M5 motorway junction, and it is also a dormitory town for Bristol. The town is also home to a range of educational, religious and cultural buildings and sporting clubs.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby