Alan Seward Financial Solutions
Independent Financial Advisers
1A Queen Square, Bath, BA1 2HA (Show me directions) Show Map
Profile
We provide a high quality financial planning service to a select group of high net worth clients. Our specialism is Inheritance Tax planning, long term care, retirement and cautious investment strategies for clients aged over 55. We were shortlisted in 2 categories of the Money Management Awards 2011 and the best small IFA category of the Professional Adviser Awards 2011. We are experienced advisers with advanced qualifications in long term care, Inheritance Tax and cautious investment planning.
Trade Bodies / Associations
Chartered Insurance Institute, Institute of Financial Planning
Alan Seward Financial Services provides an extensive range of independent financial advice serving Bath, Bristol, Somerset and the southwest
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