We have been providing personalised advice to private and professional clients on tax planning and asset management, and on pension, investment and insurance products available in the market.
We have no ties to the providers of such products and, when we have agreed your financial objectives, will research the whole of the market in suitable products and make recommendations to you.
We offer a restricted advice service, which means we do not advise on Group Personal Pensions or Structured Products nor upon exotic and high-risk tax mitigation schemes.
Our private clients come from a wide variety of backgrounds and mainly live and work across the UK. We also advise a handful of overseas clients. Some clients are just beginning to plan their financial future. Others are approaching, or are already in, retirement, or experiencing a major life event requiring financial planning. So we understand the range of concerns which can arise at different life-stages.
For our clients, these are unique. We use our long-acquired experience to guide you and offer clarity of decision-making. Our professional clients include firms of accountants, solicitors and other financial advisors who wish to call on our expertise for their clients.
We undertake specific financial tasks, usually as part of an exercise in estate planning or handling the consequences of bereavement or divorce.
01242 524 386
Warner Matthews Limited
• Fixed Interest
• Investment Trusts
• Offshore Collectives
• Unit Trusts
• Executive Plan
• Income Drawdown
• Personal Pension
• Retirement Plan
• State Pension advice
• Convertible Term
• Critical Illness
• Decreasing Term
• Family Income Benefit
• Income Protection
• Increasing Term
• Investment Linked
• Level Term
• Long Term Care
• Permanent Health Insurance
• Renewable Term
• Whole of Life
• With Profits
• Inheritance Tax
• Trust Information
Warner Matthews Asset Management is the trading name of Warner Matthews Limited, a company registered in England and Wales with Company number 2343046, whose Registered Office is at 121 Promenade, Cheltenham Gloucestershire GL50 1NW. Warner Matthews Limited is authorised and regulated by the Financial Conduct Authority under authorisation number 143818. This website is subject to UK regulatory regime and is intended for consumers based in the UK.
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Financial Adviser (IFA) in Somerset; Bridgwater, Burnham-on-Sea, Chard, Cheddar, Dulverton, Frome, Glastonbury, Highbridge, Minehead, Shepton Mallet, South Petherton, Street, Taunton, Temple Cloud, Templecombe, Watchet, Wedmore, Wells, Wincanton, Winscombe and Yeovil
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