Covering Taunton and the surrounding area in Somerset, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Known for Taunton Castle and Taunton Cricket Ground, Taunton is one of the largest towns in the surrounding area of Somerset.
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Merryn is an independent adviser working in and around the Taunton and Somerset area. He provides advice on all areas of finance including:
Merryn has worked in financial services since 1988 and has helped hundreds of clients to reach their financial goals. He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year.
‘My aim is empowering my clients so that they not only understand and are comfortable with the plans set up, but really engage and interact with the planning process to get as much out of our service as possible. I always do everything I can to ensure our advice is straightforward and exceeds expectations.’
Merryn lives near Taunton with his wife Sinead and his four children. In his spare time he enjoys playing golf, watching football and rugby, and ferrying the kids around to various clubs!
For independent financial advice in Taunton contact Merryn.GET IN TOUCH TODAY
What our clients say
Merryn explained the process clearly and was always on hand to offer advice and answer any questions. He found us the best product to suit our needs, making what could have been a stressful process very smooth and simple.
Mr Neil, Taunton
Merryn’s advice helped us pick the right mortgage. The house move went well. Merryn’s review of our investment portfolio was good because he felt it wasn’t being managed quiet as well as it could have been; we discussed options and now feel our investments reflect our wishes.
Mr Brien, Taunton
Merryn was able to provide mortgage options which best suit my current circumstance. He was influential when monitoring the progress of my property purchase. Always providing regular status updates.
Mr Plunket, Taunton
He advised me on what the best way to consolidate these pensions and how to take the lump sums that I was entitled to. He explained fully the options I was entitled to and helped us to decide what the best plan was for us
Mr Berke, Taunton
with Merryns help we managed to take 25% of my pension tax free and paid off our mortgage earlier than expected. He also gave us sound advice with our savings which have had a brilliant return to date.