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    •       We are an Independent Financial Adviser (IFA) firm based 
       •   in Taunton, Somerset, with over 20 years’ success helping
            real people take control of their future. People like you!
    •       We provide advice for life. From Savings and Investments to 
       •   Pensions, Equity Release and Personal Retirement Planning.
            Read our glowing testimonials and get in touch.
    

Exclusive Savings Rates available...

  • Investments
  • Pensions
  • Equity Release
  • Savings advice
  • Early retirement
  • Wills & Trusts advice
  • School fees planning

Personal Retirement Planning...

  • Inheritance Tax Planning
  • Life Assurance
  • Protection advice
  • Mortgages
  • Long-term care advice
  • University fees planning

Making Your Money Work Harder...

  • Portfolio Reviews
  • Lifestyle Planning
  • Pension Drawdown Plans
  • Personal Retirement Planning
  • Equity Release
  • Annuities

AFM – financial advice from Taunton to Tokyo...

financial services

Is your money working as hard as it should be? AFM has provided expert financial advice to real people across Somerset and the South West – and far beyond – for over 20 years. And the results speak for themselves.  

To talk to an independent financial adviser (IFA), you don’t have to have lots of money. All you need is the desire to improve and have more control over your financial future.

So whether you want to make your Investments or Savings work harder, ensure you’re getting the most from your Pension, release Equity from your property or plan for your Retirement – we’ll explain your best options simply and clearly. Then, we’ll look after you every step of the way. 

Getting in touch couldn’t be simpler. Call us on 01823 413963, or email hello@afm.me.uk to arrange a completely free, no-obligation appointment.

Advanced Financial Management is authorised and regulated by the Financial Services Authority. FSA Registration No: 424392

Contact Us

Call: 01823 413963
Email: hello@afm.me.uk

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Testimonials

quote
  • In 2009 AFM arranged some Private Health Insurance for me, later that year I had a life-changing accident at work and have not been able to return to work since. I dread to think what trouble I might be in now had it not been for AFM's expert advice.

    Mr Henderson,
    Weston-Super-Mare,
    North Somerset

  • In a short space of time AFM increased my investment, so that I was able to retire at 53 with a considerable monthly income.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • I first dealt with AFM in 1999 when I needed advice on resolving a dispute over a miss-sold AVC Pension. They accepted the challenge and achieved the best result we believed possible.

    Mrs Bale, Bridgwater, Somerset

  • I have dealt with a number of Financial Advisers but few have given me the professional attention and confidence that I have had from AFM, from the first day I met them.

    Ms Hardy,
    Weston-Super-Mare,
    North Somerset

  • I have always found AFM to be very professional and thorough, and the advice given has always been well researched. Mark has also become a close friend who I trust and can fully recommend.

    Mr Parslow, Taunton, Somerset

  • AFM have helped me to release Equity from my home – my income has not only increased, but I have a beautiful sun lounge as well! Life is so easy because they visit me at home and make everything seem so simple.

    Mrs Bush, Dorset

  • I was introduced to Mark Warner 12 years ago at the age of 22. He has been instrumental in the arrangement of several mortgages – from a financial perspective, I would be lost without him!

    Mr Evans, Clevedon, North Somerset

  • AFM's excellent service also included constant support and advice throughout what was a rather stressful time and this was most reassuring and comforting.

    Mr & Mrs Rose, Bishops Lydeard, Taunton

  • AFM have enabled me to make sound financial decisions and investments – from insurance advice to mortgage decisions. THey are always friendly and professional, with attention to fine detail.

    Mrs Worrall, Warminster, Wiltshire

  • AFM were recommended to me by a friend when I was trying to sort out my Endowment Mortgage. They're always well organised to go through things with me, and explain everything clearly and simply.

    Miss Woodfin,
    Weston-Super-Mare,
    North Somerset

  • My partner and I bought a brand new house, but the developer gave us only four weeks to exchange and complete the purchase. We made the deadline, but there is absolutely no way this would have happened without the involvement of Advanced Financial Management.

    Mr Reid, Bushey, Hertfordshire

  • Last year AFM advised me to move my money, and I now own an apartment in Tenerife where I live in the winter. I know if there is a better place for my money, I can rely on AFM's advice.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • AFM were recommended to me when I was at a low ebb emotionally and financially. They were, and still are, totally supportive, and have produced far more from my capital than I had thought possible.

    Mrs Bush, Dorset

  • AFM organised everything with our mortgage lender, took the time to chase the solicitors, and also organised the Life Assurance cover in connection with the purchase. Their attention to detail is superb and they constantly communicate with all parties to ensure that all is going to plan.

    Mr Reid, Bushey, Hertfordshire

Read all our Testimonials in full

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