Seaway Insurance Consultants is a firm of independent financial advisers based in Devon, Somerset and Bristol, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. We are proud that recommendations from satisfied clients account for much of the growth of our business.
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it is for mortgages, investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.
We provide advice and help following a personal review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a more thorough financial review.
Following your initial review, we will take time to consider your situation. We can then discuss our findings at which point we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
The FSA do not regulate all forms of Inheritance Tax Planning