Want to advertise on this website? Create your advert now.

The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Taunton

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.

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.

Cooper Associates

40 St James St, Taunton TA1 1JR, UK – 01823 273880

5* service!! James Cooper has been such a help over the last month or so! My husband and I have had to deal with a rather complex situation, but James and his team has made the whole process worry free for us. I would very highly recommend James to anyone who needs mortgage advice. He certainly will always be our port of call for many years to come. Thank you James!

I've professionally dealt with several mortgage advisers over the years and Cooper Associates are by far the most professional, hard working and knowledgeable company we have dealt with. Personally, myself and my family have dealt with Sam, again for several years. We would not deal with anyone else. I cannot rate Sam and her company higher!

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Taunton.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
Barclays Bank

46 North St, Taunton TA1 1LZ, UK – 0345 734 5345

Decent bank but contacting your branch is a joke.

Put it everything's gone to machines


9 East St, Taunton TA1 3LJ, UK – 0800 554 0401

Fantastic service nothing is to much trouble and never waiting long to be spoken to. 17 years with Nationwide and can't fault them.

Great staff went in today for a new card reader as the battery ran out on mine.girl on the welcome desk was lovely and helpful,gave me a new one without as fuss and said anymore problems just pop back in,couldn't ask for more. Thanks.


64a East St, Taunton TA1 3NH, UK – 01823 300206

The guys here are great... I was running late almost closing time for them here, and the doors were still open. I joked with them and they pleasantly answered my queries. I was able to pay money in over the counter without a huge bullet proof screen too. It's so much nicer to communicate with people face to face.

Very helpful and patient staff......I am elderly and they are more than happy to sort out my computer online banking problems when they arise. Thank you.



17 North St, Taunton TA1 1NA, UK – 0345 740 4404

Surprisingly helpful! Changing my address was really easy.

Staff were very helpful in helping me setup an account.

TSB Bank

34 North St, Taunton TA1 1LT, UK – 01823 283122

Great service and staff . Very helpful

Small branch. Quick, pro service.


26 - 27 Fore Steet, Taunton TA1 1JQ, UK – 0345 788 8444

Friendly and helpful staff, quite a large queue can build up, as only two people behind the counter, there are a few self service machine's. Myself I like to deal with a person rather then a machine.

Building Societies

Skipton Building Society

1 Cheapside, Taunton TA1 3LG, UK – 01823 322959

Staff in Taunton are very friendly and helpful but beware of going through the main office to make apt’s. Main office doesn’t necessarily know local circumstances. Protocol procedures are length due to data protection but guess that is true everywhere now.

Yorkshire Building Society

60 East St, Taunton TA1 3LX, UK – 01823 230243


9 East St, Taunton TA1 3LJ, UK – 0800 554 0401

Fantastic service nothing is to much trouble and never waiting long to be spoken to. 17 years with Nationwide and can't fault them.

Great staff went in today for a new card reader as the battery ran out on mine.girl on the welcome desk was lovely and helpful,gave me a new one without as fuss and said anymore problems just pop back in,couldn't ask for more. Thanks.

Mortgage Brokers

HQ Mortgage & Finance Ltd

Chartfield House, Castle St, Taunton TA1 4AS, UK – 01823 286271

Heather took the stress away. I had an incredible service from HQMF and have already recommended Heather to friends. She was great at responding to all my questions and emails and went out of her way to help me keep things moving, despite me being really busy and travelling for work, which meant I didn't have much time to spare. It would have been much more stressful without HQMF and I know I've got the best deal on my mortgage etc.

The service we received from Brian at HQ Mortgage and Finance could not have been better. Rarely do I go out of my way to write reviews but this one deserves one! As first-time buyers the process of buying was a very daunting one for us, but Brian helped answer all of our questions so that we felt informed and confident through the whole process. He was always accessible and went above and beyond to support us through the process. Thank you!

Mortgage Select (SW) Ltd

3, Discovery House, Cook Way, Taunton TA2 6BG, UK – 01823 323600

I refer my clients wishing to buy a property to Mortgage Select on a daily basis, there are lots of good mortgage advisers around but Mortgage select have always come up on top with their professionalism, knowledge and attention to detail, they have access to the whole of the market giving me the reassurance they can find the best deal out there for my clients. I would 100% recommend them to anybody looking for a mortgage.

Gareth and the team at Mortgage Select were a massive help when we tried getting our first mortgage. They were always happy to help and advice us and were really quick to do so too. We would really highly recommend them to anyone looking for a mortgage.

John Hodgins Mortgage Brokers Taunton

Priors Way, Monkton Heathfield, Taunton TA2 8NE, UK – 01823 413113

Thanks for all your help John for helping me get the best mortgage for my new house. I would highly recommend using you again


The Financial Detectives

Exchange House, 12-14 The Crescent, Taunton TA1 4EB, UK – 01823 210386

These guys have been outstanding and highly professional during many years of assisting me with my financial needs with morgage options personally and from a landlords point of view. I have been impressed with their constant willingness and efforts to update their own personal knowledge yearly to pass on to their clients. Very happy with their service through out my dealings with the company, so much so that I have recommended them to many family members , friends and work associates who have required professional advice. Highly recommend any one to meet this team , very experienced in tailoring products for individual needs. Great work by all and thank you. Will be seeing you all again soon. D hughes

When my husband and I decided to buy a house, we was recommended by a friend to use The Financial Detectives to help us find the best mortgage that suits us. I telephone them and Dan Rowden helped us through the mortgage application, Dan did all the work, he asked for the information and additional documents and he did the rest. It was approved in no time. Dan kept us informed throughout the application process and supported us through our purchase. In addition they also sourced our home and life insurances. I would highly recommend The Financial detectives. Thank you Dan and your team.

White Financial Services Ltd

8 Hammet St, Taunton TA1 1RZ, UK – 01823 340711

Brookwell Mortgages Ltd

Brookwell, Taunton TA2 8BX, UK – 01823 353322

This Microportal is built on the 2day Microportals platform which provides you with 3 click access to local and global information crucial both to your personal and working life. The platform provides live local data on transport, what's on, accommodation, eating out, shopping, sport, religion and weather as well as comprehensive reference and resource sections including TV, radio, online shopping, route planning, health, education and more.

We are not responsible for the content of external internet sites to which any 2day supported sites are linked. We do not share any contact information with other providers. We use cookies to make our site work efficiently. More information on privacy and cookies.

Copyright © 2004–2020 2day Microportals, East Quither Farm, Milton Abbot, Tavistock, Devon, PL19 0PZ, UK.