1st Financial Group Ltd

Smart, straightforward financial advice

1 Prockters Farm, West Monkton, Taunton, TA2 8QN Directions

Tel 01823 410044
   Closed today Open Monday 09:00 - 19:00

Why Choose Us?

Professional Advice
First Class Service
Extensive Range

Business overview

The financial advice we give you is as individual as you are and it can be given in comfort of your own home. We always invest the time to truly understand your needs.

Friendly financial expertise based in the heart of Somerset

Work with our advisers and you’ll get smart, straightforward and personalised financial advice that helps your finances grow. Every member of our team is friendly and open, as well as great at building long-term relationships that mean you’ve always got an understanding place to go for the right financial advice.

The best way to work out how to make the most of your financial situation is to sit down in person with us and talk everything through. We’re happy to discuss your financial plans and aspirations you’d like to share and always tailor our advice to fit your situation.

We’ve built a successful reputation on delivering precisely that. Since we opened for business back in 2001, we’ve helped people at all of life’s different stages to help plan and grow their finances. So whether you need a new mortgage, re-mortgage, are planning for retirement, require help with investment planning, or advice on the most appropriate insurance cover, call us today to book your free financial health check.

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Products & Services

Buy to Let Mortgages

Pensions

Mortgages

Mortgage Advice

Life Insurance

Investments

Financial Consultants

IFA

Lifetime Mortgages

Financial Planning

Investment Consultants

Tax Planning

Income Protection Insurance

Independent Financial Advisers

Finance Brokers

Life Assurance and Pension Consultants

Help to buy

Right to buy

Staircasing

Shared Ownership

Remortgaging

First Home Buyers

Inheritance Tax Planning

Retirement

Critical Illness Insurance

Life Cover

Wealth Transfers

Inter-generational Wealth Transfers

Further Advances

Retirement Planning

Investment Planning

Future Proofing Income

Future Tax Planning

Trusts

Care Planning

Succession Planning

Retirement Plans

Credentials

Associations

  • Financial Conduct Authority (302145)

Reviews

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4
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Excellent service

5
Excellent service. As first-time buyers, Martin Ross helped us throughout the entire process and was on hand to answer any questions we had. Would highly recommend to anyone looking to get on the property ladder.
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Money saved on our re-mortgage

5
We worked with Soussan, Jacob and Kim on our re-mortgage and are so happy with the money we have saved each month.

Professional and thorough service throughout - they really helped to break down all the detail for us!

Thanks again!!!
04 Apr 2018
Thank you so much for this review. Soussan, Jacob and Kim work so hard to make sure their clients get top service. We really appreciate you taking the time to let others know how hard our team worked for you. Thank you again!
04 Apr 2018
Thank you so much for this review. Soussan, Jacob and Kim work so hard to make sure their clients get top service. We really appreciate you taking the time to let others know how hard our team worked for you. Thank you again!
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Top Rate Service

5
I contacted Martin Ross from 1st Financial Group to remortgage my house. I knew my case would be a challenge. Martin came out to meet me at a place and time that was convenient to me. He was approachable, realistic and professional. He answered all queries thoroughly and promptly. And he found me a mortgage which met all my requirements within a week! I can't recommend them enough.
29 Mar 2018
Thank you so much for sharing your experience. We really appreciate you taking the time to do so and we agree, Martin is truly a gem to have on our team! He has so much knowledge and experience. We are lucky to have customers like you. Hope we can help you more in future.
29 Mar 2018
Thank you so much for sharing your experience. We really appreciate you taking the time to do so and we agree, Martin is truly a gem to have on our team! He has so much knowledge and experience. We are lucky to have customers like you. Hope we can help you more in future.
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