Independent advice on all types of mortgages and insurance from a family run company

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Who are The Financial Detectives?

We are a well established, family run and independent financial advisory firm specialising in mortgages, insurances and over 55s’ finance. We are based in the heart of Taunton, Somerset, however, we have clients from all over the world. Our service couples the latest product sourcing technology with the approachability of a local and friendly firm. We provide all our clients with the entire package they require to meet their needs and pride ourselves on our exceptional customer service as shown by our reviews.

At The Financial Detectives we have an amazing team who are committed to giving “professional, trustworthy and personal service”. Why not take a look at our story and meet the people who have made it happen?

5 star reviews

In our opinion, your reviews are our most important award:

The Financial Detectives

5.0 140 reviews

  • ★★★★★ in the last week
    This Will is the third time that Andy and Dan have helped me. My legacy isn't … More standard so I have been delighted with how Andy took so much time to listen to my situation and suggest ways to put my will that meet my needs. We needed to discuss probate and trusts and Andy explained several options in a very clear and simple manner. He also took the information away to research any other options that I may have. All in all an outstanding service.
    They also provide a range of other financial services and i shall soon be returning to have them sort through my mess of pensions, acquired over 3 decades.

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At the Financial Detectives our primary objective is to benefit our clients. When they let us know that they are satisfied with our advice and services they give us our most fulfilling reward.

“Over 90% of our clients are referrals from other customers we have helped… we must be doing something right
Referred Customers