Bigmore Associates Ltd
Walton-on-Thames, , Surrey
(1)
Walton-on-Thames, , Surrey
(1)
About Us
Bigmore Associates Ltd are a financial services business which provides independent financial advice to a broad range of private individuals, trusts and small businesses.
Formed in 1971 the business is run from offices in Walton on Thames ,Surrey, and prides itself on providing financial counselling, financial planning, investment management and asset protection services to clients spread across the UK and Internationally.
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1 customer review
A Google User
IFAs who are straightforward, completely transparent and who give excellent financial advice across a whole portfolio of products including mortgages, pensions, medical insurance as well as general investment are few and far between. This is one such company. Highly recommended. And they always speak plain English too. More...
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What do you love most about your job?
The most satisfying aspects of working with clients is helping them to achieve their financial goals in life and being there on their journey from accumulating wealth to ultimately enjoying the benefit of that wealth in their retirement.
Why should our clients choose you?
At Bigmore Associates Ltd we are a small, but committed, firm of professional Independent Financial Advisers that specialise in working closely and extensively with our clients throughout their changing working lives and into and through retirement.
Our job does not finish with transacting a piece of financial advice with a client , it begins there and continues ongoing.
Successful financial planning requires continued and shared communication. This is what we at Bigmore Associates aim to deliver.
Wealth Management
Wealth Management is the provision of a service built on a long term relationship between client and financial adviser.
It will encompass the advice, care, and provision of various solutions, depending on current need , with respect to ones aggregated wealth in all of its forms.
The 'Management' involves building a plan around a clients financial and lifetime goals to ensure that tax, risk, complication and worry are all kept to a minimum; but at the same time seeking to maximise opportunity ,growth and income.
The 'Wealth' is all forms of a clients saved, earned, inherited and physical finance - this will range from a clients first simple savings plan to a complex international portfolio.
Wealth Management
Wealth Management is the provision of a service built on a long term relationship between client and financial adviser.
It will encompass the advice, care, and provision of various solutions, depending on current need , with respect to ones aggregated wealth in all of its forms.
The 'Management' involves building a plan around a clients financial and lifetime goals to ensure that tax, risk, complication and worry are all kept to a minimum; but at the same time seeking to maximise opportunity ,growth and income.
The 'Wealth' is all forms of a clients saved, earned, inherited and physical finance - this will range from a clients first simple savings plan to a complex international portfolio.
