INDEPENDENT FINANICIAL ADVISERS, HONITON and EXMOUTH
PROFESSIONAL ADVICE FOR YOU, YOUR FAMILY & BUSINESS
The areas and services that we
specialise in are:
Private & Corporate Pensions
Savings & Investments
Life Assurance & Critical Illness
Long Term Care
School Fees Planning
Trust & Inheritance Planning
We believe that the key to our success lies in our commitment to providing
the highest standards of service and advice to our clients.
Contact Bay Associates now to find out more at our office at Honiton on
or our Exmouth office on
Financially speaking, sound advice
BAY Associates Ltd offer independent advice to their clients on a wide range
of financial matters.
Established seven years ago by partners Seamus Coleman and Simon Durant, they
aim to help clients reach the right financial decisions for themselves, their
family or their business.
Seamus explained that the business is based on trust. "We're a
local business, and we know that our reputation is everything," he said. "We
understand, for example, the need for full confidentiality in financial matters."
A general practice covering all areas of financial services, Bay Associates have
found they have a predominantly more mature client base.
"We offer our services to anybody, but do find we deal a lot with investments,
long-term care, equity release and inheritance tax planning. We're here
for everyone from the most cautious investor to the most adventurous."
Planning for long-term financial security is something of a speciality for the
partners. "Because we deal with these areas so much we have built up experience
and expertise we can call on to help advise our clients," Seamus said. "In
an ever-changing world money management can become a complicated affair. We aim
to help simplify it for people."
Bay Associates offer a free, no-obligation initial consultation, with any subsequent
charges paid by fee or commission. "We can provide a full financial health
check if necessary," said Seamus.
The office itself also houses a Nationwide Building Society Agency. "We
aim to give our clients the complete service," Seamus explained.
Contact Bay Associates Ltd. on (01404) 47774, or see www.bayifa.co.uk.
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Keywords: financial advisers in Honiton and exmouth, Devon