Welcome to the website of Financial Management Services Limited.
Established in 1993, we are one of the leading firms of Independent Financial
Advisers (IFAs) in the South West of England and South Wales, and with our
Financial Planning Service,
Mortgage Department and highly qualified Pensions team, aim to provide a
supportive and robust service for our clients who appreciate the fact that we
are fee based.
Please navigate your way through the Menus to find out more about our specialist
services, or contact us on 01752 600616 where our advisers are on hand to speak
to you.
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21/02/2012
This site is under construction!
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Financial advice has never been free! The costs have traditionally been hidden
in the price of the products and what costs they can be! Without a product sale,
IFAs, Banks and other advisers would make no money at all. No wonder then that
traditional approaches have centered on filling a need by selling a product.
Whilst financial products are generally needed by everyone, why not charge
openly for the advice as to which one is best?
Our job is to discover your aims and aspirations and then find the
most efficient financial plan to help you achieve these goals. No-one wants a
mortgage, to pay for life assurance or contribute to a pension. Our clients are
seeking goals which may need these things! Professional financial planning helps
them achieve these goals
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Cheaper for the client
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Easier to understand
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Better long term returns on investments
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Cost effective financial planning
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Centered on YOUR aims and aspirations
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Not product orientated
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Designed for efficient use of resources
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Focussed on achieving your goals
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