JUL
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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Bath let alone Bath Hotels ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Somerset.

Good luck! 

Independent Financial Advisors IFAs

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

Alexander House, James Street West, City Centre, Bath BA1 2BT, UK – 01225 471100

Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you.

A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but still receive the same care and attention as when we first asked their help. I'm very happy to recommend Malcolm and his team to anyone needing personal financial help at any level.

Combined Financial Strategies Ltd

38 Gay St, Bath BA1 2NT, UK – 01225 471462

I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as they say). So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition (e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two) backed all this research up. Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach. His communications were prefect through the whole transfer process (which was complicated by Lloyds Pension Administrators being changed 'mid-transfer') and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process. I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is

Watson Financial

3 Fountain Buildings, Bath BA1 5DU, UK – 01225 789880

Martin and his PA Debbie are a fantastic team and really helped us set up our mortgage and life assurance. As first time buyers we had no idea what we were doing and Martin made it as simple as it could be. What made the service great was he saw us at times that suited our working schedule and at times when usual banks would have closed or stopped taking appointments. Would recommend Martin to everyone (and have).

Superb service and excellent knowledge. Would recommend Martin Watson to anybody looking for mortgage or investment advice.

Investec Wealth & Investment Bath

Royal Mead, 4-5A Railway Pl, Bath BA1 1SR, UK – 01225 341580

Charles Stanley

2 Gay St, Bath BA1 2PH, UK – 01225 878994

Sanlam

5 Miles's Buildings, George Street, Bath BA1 2QS, UK – 01225 460010

Investment Companies - Business Angels

Bath Investment & Building Society

15 Queen Square, Bath BA1 2HN, UK – 01225 423271

Small savings and mortgage specialists who specialise in flexibility and personal service.

Chelverton Asset Management Ltd

11 Laura Pl, Bath BA2 4BL, UK – 01225 483030

Accrue Investment Management Ltd

Buildings, 4 Northumberland Pl, Bath BA1 2JB, UK – 01225 303333

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