We are an independent finance brokerage based in the South West with offices in Bridgwater, Bristol and Exeter supporting businesses who require any type of finance including Asset Finance, Re-Finance, Loans and Cashflow. Being independent means, we have access to over 70 funders so we can access the right funding solution with the right funder for your business.
We aim to deliver clients the financial freedom they need to spend their time as they choose. We are an independent wealth management firm providing tailored advice to individuals, corporations, trustees and charitable bodies.
Our emphasis on agile thinking, pragmatism and meticulousness is at the heart of everything we do.
Independent Financial Advisers
Neil is a hands-on Business Transformation Consultant for finance and administration processes. Supporting local SME?s, Neil focuses on understanding the client objectives, challenges and complexities. Developing a transformation roadmap, classifying priorities, quick wins and efficiencies with visibility of relevant management information.
Professional investment management and sensible wealth planning partnered with quality service and dedicated relationship management.
We have been specialists in property finance for 50 years and our team of highly experienced lenders offer expert, fast and reliable service, helping clients to maximise returns from their property development activities.
Cooper Associates Group provide advice on a wide range of financial matters including mortgages, protection, investments, retirement planning, inheritance tax planning and accountancy.
Insurance and risk management services to commercial and corporate businesses
Whether you?re a multi-million pound business or just starting out, we will ensure you do what?s necessary to meet HMRC?s requirements, but we?ll also help you understand the details behind your numbers to help your business thrive.
We cover tax, payroll, bookkeeping and business financial coaching.
At Hughes, Isaac & co we know that every business is different and we customise our support to y
Whilst most companies employ accountants or a bookkeeping service at some level, many companies don't necessarily warrant a full-time in-house head of finance. I provide this role on a part-time freelance basis to suit your companies requirements helping you to understand your financial results & give you an insight into how you could improve effectiveness within your company.
Banking Finance Growth
We are a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas.
Ethical financial advice and wealth management
Path are leading ethical financial advisers and wealth managers, providing sensible financial advice aligned to your personal values and are experts in sustainable and impact investing. Whatever your financial needs, we are here to help:
- Financial Advice
- Retirement Planning
- Wealth Management
Chartered Financial Planners
The PVS Fleet team are specialists in devising and implementing fleet strategy that allows you to maximise efficiencies within your fleet and therefore maximise profit.
SWIG Finance provides viable SMEs and start-ups with access to finance through dedicated business loan funds in the South West.
Here at The Levels Financial, we provide an exceptional service regarding mortgage and insurance protection advice to clients based locally in the South West, but also those further afield. We have a very friendly, award winning, experienced team.
Merchant Banking business and owners of the former ROF Bridgwater, currently known as Huntspill Energy Park in Somerset