JUL
21

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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Taunton let alone Taunton ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Somerset.

Good luck! 

Independent Financial Advisors IFAs

Lyn Financial Services - Taunton

Wessex Lodge, 11-13 Billetfield, Taunton TA1 3NN, UK – 01823 423800

Five Stars All the Way! We found Lyn Financial Services through a recommendation from Money Saving Expert. It can be a minefield trying to find the right cover (especially as my wife has a few medical conditions). However we found our adviser, George, to be polite and knowledgeable. Not only did he save us time and money. More importantly he gave us the peace of mind that our children will be well looked after, should something happen to either of us. Thank you! Richard & Kate

Matt Potter has been very helpful and has guided us through the process of sorting our mortgage.

Invest Southwest

12 Hammet St, Taunton TA1 1RZ, UK – 01823 353970

Excellent service with excellent and helpful information. Thanks Matthew Duncan for everything - so helpful. Would totally recommend

My wife and I have been dealing with Matthew for several years. I cannot reccomend him more highly. He has resolved our financial problems totally and given us financal stability for our retirement. His knowledge of the industry is very good and there has never been any pressure to go in any direction except the one best suited to our position. I have reccomended him to several other people and I know he has helped them as well. Please give him a chance to help you, you won't regret it.

Cooper Associates Wealth Management Ltd

40 St. James Buildings, St James Streeet, Taunton TA1 1JR, UK – 01823 273130

Just gone through our 3rd re-mortgage with Sam and the team at Cooper Associates and we cannot praise them enough. They always fully understand our requirements,then exceed the brief and offer a total solution that frankly cannot be bettered as a service. Friendly, approachable, honest and fun to work with. Well done all, yet again. Neil & Carolyn Grout

Brooks Macdonald

4 Heron Gate, Hankridge Way, Taunton TA1 2LR, UK – 01823 217084

Invest Southwest

12 Hammet St, Taunton TA1 1RZ, UK – 01823 353970

Excellent service with excellent and helpful information. Thanks Matthew Duncan for everything - so helpful. Would totally recommend

My wife and I have been dealing with Matthew for several years. I cannot reccomend him more highly. He has resolved our financial problems totally and given us financal stability for our retirement. His knowledge of the industry is very good and there has never been any pressure to go in any direction except the one best suited to our position. I have reccomended him to several other people and I know he has helped them as well. Please give him a chance to help you, you won't regret it.

Investment Companies - Business Angels

Distinctive UK

Lower North Wing, Tauntfield, South Road, Taunton TA1 3ND, UK – 01823 284066

Sam is a very talented developer with a wealth of technical knowledge. He has consistently delivered on various projects and has been a pleasure to work with.

These guys are insanely talented and would highly recommended them to anyone. With a minimal design brief and very few ideas from myself, Darren and Sam still managed to produce a stunning website incorporating everything required very quickly! Our site receives nothing but compliments and reflects on the hard work they put in. Customer care and support is brilliant, you wont go wrong with Distinctive UK!

Hawksmoor Investment Management

Fitzwarren House, Queen St, Taunton TA1 3UG, UK – 01823 217777

Invest Southwest

12 Hammet St, Taunton TA1 1RZ, UK – 01823 353970

Excellent service with excellent and helpful information. Thanks Matthew Duncan for everything - so helpful. Would totally recommend

My wife and I have been dealing with Matthew for several years. I cannot reccomend him more highly. He has resolved our financial problems totally and given us financal stability for our retirement. His knowledge of the industry is very good and there has never been any pressure to go in any direction except the one best suited to our position. I have reccomended him to several other people and I know he has helped them as well. Please give him a chance to help you, you won't regret it.

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