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01173 701730

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Independent Financial Adviser Winterbourne

Independent Financial Advisers / IFA in Winterbourne

Invest Southwest have independent financial advisers based in Winterbourne 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 Winterbourne. 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 Winterbourne such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Winterbourne including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Winterbourne such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Winterbourne including Remortgages and Equity Release
  • Personal Protection advice in Winterbourne such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning in Winterbourne including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice in Winterbourne such as Home Reversion Plans and Specialist Advice
  • Business advice in Winterbourne including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment

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 Winterbourne.

Facts about Winterbourne

Winterbourne is a large village and civil parish in South Gloucestershire, England. The civil parish of Winterbourne is centred on the village but also encompasses the neighbouring communities of Winterbourne Down, Hambrook and Frenchay. To the north-east is the village of Winterbourne and to the west lies the new town of Bradley Stoke.

Much of Winterbourne is located on a hill. The village is partially surrounded by woodlands and fields, most with public access, but urban development has greatly reduced these areas. The River Frome snakes its way through a scenic valley from Winterbourne (north-east of Winterbourne) and on towards Frenchay. The Bradley Brook flows from Bradley Stoke and Stoke Gifford to the west and joins the Frome near Winterbourne. Since the 1960s the M4 motorway has by passedthe village to the south and west.

Winterbourne Viaduct carries the railway over the River Frome. Beneath the viaduct is the abandoned Huckford Quarry, a public nature reserve popular with dog walkers .Winterbourne has a large duck pond which overlooks part of the Frome Valley and is a popular spot for fishing and feeding the ducks and swans. On Winterbourne's south-eastern slope is the village of Winterbourne Down, host of the Parish's annual May Day carnival. Parts of the village are subject to minor flooding from the River Frome during the winter months.

 The Parish Church is St Michael's, a building believed to date from the 12th century and which celebrated its 800thanniversary in 1998. Set away from the bustle of modern Winterbourne, St Michael's now sits amidst green fields and attractive cottages with its distinctive spire visible for miles around. It is believed that the original village of Winterbourne was located here. At the altar a stone depiction of the Last Supper, based on the painting by Leonardo da Vinci, greets the congregation. Winterbourne Court Farm Barn is close to St Michael's Church.This is a grade II* listed 14th century tithe barn an outstanding example of its type.

 Winterbourne has a number of pubs including The George and Dragon (the upstairs of which served as the original location of St Michael's Primary School), The Swan and The Mason's Arms. A number of the village's pubs have become restaurants; two of which now serve Indian cuisine.

Due to Winterbourne's size, people are divided over whether it should be classed as a village or town. The village has three social centres: St Michael's Rooms,Fromeside Community Centre and Greenfield, hosts to clubs, functions and other public events.

As well as being the centre of an extensive Civil Parish, Winterbourne contains the hamlet of Watley's End, nestled on the border between Winterbourne and Winterbourne.Nowadays, it is regarded as an area of Winterbourne, but a few decades ago (and still by a number of older residents) it was considered to be a separate village. People with a sense of identity in Watley's End refer to the busy,uphill part of the village as 'Winterbourne Hill'. Salem, the local Methodist church, is in Watley's End.

Winterbourne was recorded in the Domesday book (1086) as Wintreborne, meaning 'WinterStream'. The village is believed to have derived its name from the nearby Bradley Brook as much of medieval Winterbourne is believed to have originally built up around St Michael's Church, which is situated near the river.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby