1st Financial Group Ltd
Smart, straightforward financial advice
1 Prockters Farm, West Monkton, Taunton, TA2 8QN Directionshttps://www.yell.com/biz/1st-financial-group-ltd-taunton-6488647/#view=map
Why Choose Us?
Our location
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.
Photos
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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Excellent service
5Money saved on our re-mortgage
5Professional and thorough service throughout - they really helped to break down all the detail for us!
Thanks again!!!
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!
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!
Top Rate Service
5Thank 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.
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.