Waterhouse Independent Financial Advisers

Monday: 09:00 - 13:00
Tuesday: 09:00 - 13:00
Wednesday: 09:00 - 13:00
Thursday: 09:00 - 13:00
Friday: 09:00 - 13:00
Saturday: -
Sunday: -

About Waterhouse Independent Financial Advisers

Independent financial advice based in Midsomer Norton. Our team of advisers are on hand to help with various financial scenarios.

Reviews

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https://www.bbc.co.uk/news/business-46422 320

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Follow us 🤗

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As it's the 1st of December we thought we can officially talk about Christmas. 😉🎄 #christmas #notlong #family #friends #gettogether

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A sad good bye but wishing Carrol a long and happy retirement after 7 years and 10 months with Waterhouse serving our building society customers

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Today’s meeting consisted of discussions around creating a retirement income, the benefits of buy to let properties, pensions, annuities and stocks and shares ISA’s
I’m please the clients left much more informed than when they came in and looking forward to working with them on building their perfect portfolio to create the income they need.
Elizabeth Dennis

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Here is a recent review we received earlier this month. We really appreciate your feedback and we are so pleased we could help.
#testimonial #review #feedback #financialadvice #help #waterhouseifa #elizabethdennis #investments #pensions

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Keep up to date with the market data on our website http://ow.ly/WAlt30mIjUc
#marketdata #investments #ftse #financialadvice #pensionadvisers #midsomernorton

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What happens to your pension if your employer goes bust? http://ow.ly/5xsn30mIjDt
#assettv #pension #employer #advice #independent #financialadvice #midsomernorton #radstock #somerset

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Leave less to chance... Are you covered when it comes to critical illness?

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It's always an amazing feeling watching a client walk out of the door with a smile on their face. I helped another client retire early today by transferring their Clarks Pension to an alternative pension arrangement. Great advice, great outcome!

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How would you keep a roof over your head if you couldn’t work because of illness or injury?

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Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong. We offer a selection of plans to keep you protected.
#partnershipprotection #shareholderprotection #ketypersoninsurance #waterhouseifa

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The boss is looking all fluffy after a trip to Pride & Groom!

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Read all the answers former pensions minister Steve Webb handed out to your retirement questions... #pensions #stevewebb #retirement
http://ow.ly/w24E30mB8lY

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A rewarding start to the week, helping two young families realize the importance of income protection. More parents who can sleep soundly knowing their family is protected in the event that they're unable work!

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You may only be playing Sunday League football, but that doesn’t stop you dreaming about lifting the FA Cup.
Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income.

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Lest we forget..

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I’ve spent the week helping existing investment clients realise their retirement goals through the world of pensions. By being friendly and approachable we made a #retirementplan which has changed lives.I’ve spent the week helping existing investment clients realise their retirement goals through the world of pensions. By being friendly and approachable we made a #retirementplan which has changed lives.

More about Waterhouse Independent Financial Advisers

Waterhouse Independent Financial Advisers is located at 23 High Street, BA3 2DR Midsomer Norton
01761415010
Monday: 09:00 - 13:00
Tuesday: 09:00 - 13:00
Wednesday: 09:00 - 13:00
Thursday: 09:00 - 13:00
Friday: 09:00 - 13:00
Saturday: -
Sunday: -
http://www.waterhouse-ifa.co.uk/