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Wealth management - Bath

About us
We are a firm of Independent Financial Advisers who strive to set ourselves apart from others.

Professionalism, independence, service, quality of advice and financial strength are all areas which we feel a client should consider before committing to a working relationship with a Independent Financial Adviser.

The provision of independent financial advice has its responsibilities, all of which we take very seriously. We are fully aware that any advice given, and subsequent decisions taken, will affect people's lives forever.

We also recognise that people approach and Independent Financial Adviser for advice and not just to be given a range of choices. As such, we will explain the decision making process and outline the reasons and benefits of every action that we recommend.

Our Commitment to you
We view the provision of financial advice as a profession which encompasses much more than providing an advisory service.

All of our advisers have been in the financial services industry for many years and are professionally qualified. In addition, they are all dedicated to continuous professional development.

For more information please visit our website or contact us using the following details:

Moore Stephens Financial Services
23 Gay Street
Bath
BA1 2NS


T: 01225 788088
F: 01225 788070
E:
enquiries@msfsbath.com

Moore Stephens Financial Services is the trading style of Moore Stephens Bath Ltd, which is authorised and regulated by the Financial Services Authority. Registered in England No.3833992. Registered office address: 30 Gay Street, Bath BA1 2PA. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Services Authority does not regulate taxation and trust advice, school fees planning and some aspects of buy to let mortgages and foreign currency mortgages.

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Jon Marshfield

Adrian McCabe

David Freke

Paul Porter

Ian Ferguson

Huw Powell

Simon Eatwell

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