Making an appointment

You can make an appointment to visit us in Chilcompton where we have investment and pension information on hand. Alternatively we are happy to visit you at your home or office.

To arrange an appointment simply call 01761 232122 or email

You may wish to read about what you can expect from us at the first appointment and in the longer term.

Contact Us

For further information or to arrange an appointment for an informal discussion please call us on 01761 232122 or email

APFA Member

Authorised and regulated by the Financial Conduct Authority