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Welcome to Pates & Pates Financial Solutions

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax planning, estate planning and auto enrolment is not regulated by the Financial Conduct Authority.

Tax treatment varies accordingly to individual circumstances and is subject to change.

 

 

FINANCIAL ADVICE FOR EACH STAGE OF YOUR LIFE

Over the course of our lives, we all have different financial issues on our minds. Thinking about retirement? We all want to be comfortable in later life and it’s never too early to start planning. Need to protect your family and possessions? Which insurance policy is right for you? And it’s always sensible to make sure that our money is working as hard for us as it should.

So, it makes sense to talk to someone who can guide you through the complexities of the ever-changing financial services markets. Our advisers have over 35 years’ experience in helping both private and business clients to achieve their financial goals. Based in Long Sutton, Somerset, we cover primarily the south-west and home counties, but we also serve clients nationwide and internationally. Our clients recognise that, due to our knowledge and experience, we can help them make the most of their money.

We can provide advice on a wide range of financial issues, from tax-efficient savings and investments to retirement planning as well as a range of insurance products.

We believe in forging a lasting relationship with all our clients. We’ll take the time to get to know you and to fully understand what your financial goals are. Then we’ll use our experience to make recommendations to help you achieve those goals. You’ll find us approachable and friendly and we’ll explain everything to you in plain English – no financial jargon!

Our experience and knowledge can help to make your money work harder for you. So, if you’re looking for financial advice, why not give us a call?

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is   therefore targeted at consumers based in the UK.