Financial Advisors Taunton
The Financial Detectives is a family Financial Advisors firm based in Taunton, Somerset. We pride ourselves on our professional and friendly service. We give you the advantage of dealing with an approachable, local firm.
We are advisers and not salespeople. If the best thing for you is to change nothing, staying with your existing arrangement, then that is what we’ll advise. We are not tied to a particular bank, lender or insurer. This gives us the freedom to find what’s best for you from every product available. Doing the research for a decision as important as a mortgage, life insurance or a will can be daunting and time consuming. Our experience in the industry allows us to do most of the ground work for you. We are always up to date with product developments and the nuances of each provider’s processes. This knowledge helps you get what you need, whilst saving you time and frustration. The team keep you updated throughout the process, ensuring your needs are met and concerns addressed.
Being a family run business, The Financial Detectives work to build lasting relationships. We take the time to find out about our client’s needs and circumstances, rather than just offering generic, financial advice.
Our History view full history
Current Office in The Cresent, Taunton
Old Office in Castle Street, Taunton
Bridge Street Office
Hannah joins the team
Rebranded in 2009
Dan joins the team
Station Road Office
Jess is our processing manager. Her role involves processing through our clients applications and keeping in touch with our clients. It is important to us that we have a long term relationship with our clients and we are always on hand to help update your financial arrangements.
Andy leads our team and has worked in the financial services industry for over twenty years. He is fully qualified and has a wealth of experience in this field. Andy has built up strong, long term relationships with many of his clients. His specialist areas of advice are wills/estate planning, residential and commercial mortgages.
Dan is Andy and Deb’s son. Dan started in financial services back in 2005, after graduating from University. He became a fully qualified adviser in 2006 and has built up a large client portfolio. His specialist areas of advice are insurance and residential mortgages.
Deb is Andy’s wife. Deb has worked with Andy for over 15 years and is an office administrator and case processor.
Our faithful companion; better at sleeping than financial planning; likes his biscuits.
N Beesley, 2017