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
Income Protection
Mortgages
Long Term Care
Equity Release
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
01404 47774
or our Exmouth office on
01395 266656.


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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