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Independent Financial Adviser Burnham-on-Sea

Independent Financial Advisers / IFA in Burnham on Sea

Invest Southwest have independent financial advisers based in Burnham on Sea 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 Burnham on Sea. This can be evidenced on sites such as Google reviewsQype 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 Burnham on Sea such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Burnham on Sea including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Burnham on Sea such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Burnham on Sea including Remortgages and Equity Release
  • Personal Protection advice in Burnham on Sea 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 Burnham-on-Sea.

Facts about Burnham on Sea

Because of its position near the mouth of the River Parrett, and the constantly shifting sands of the Bristol Channel, there has always been a significant risk to shipping in the area. As a result, several lighthouses have been built.

The original lighthouse, known as the Round Tower, was built after the local vicar, either John Goulden in1764 or Walter Harris in 1799, raised a subscription amongst the local population to replace the light on the top of St Andrews Church tower. The four-storey Round Tower was built next to the church. It was taken over and improved by Trinity House in 1815,and operated until 1832, following which the top two storeys were removed.

The 110-foot (34 m) pillar or High Lighthouse was designed and built by Joseph Nelson for Trinity House in1830, and equipped with a paraffin lamp. The ground floor was 5 metres (16 ft)in diameter and the top room 3 metres (9.8 ft). It was automated in 1920. In1992, it was sold to a member of the Rothschild family, who owned it until1996, when it was bought at auction by Patrick O'Hagan. Conversion for residential use included the removal of the 6th floor and the construction of stairs where there had previously only been ladders.A Grade II listed building,it is now available for holiday lets.