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Independent Financial Advisors in Midsomer Norton, Bath

Pethericks & Gillard Limited

Head Office: 124 High Street, Midsomer Norton, Bath, BA3 2DA
Telephone: (01761) 410444Independent Financial Advisors in Midsomer Norton, Bath
Fax: (01761) 411670
Branch Office: 9 - 13 High Street, Wells, Somerset, BA5 2AA
Telephone: 01749 673366
Fax: 01749 670565
E-mail: mail@pgtax.co.uk
Visit our Web Site: www.pgtax.co.uk
Contact: Ian Gillard FCA FCCA DipPFS (investments and pensions) or John Morgan CertPFS Cert CII(MP) (mortgages and life)

General information

Pethericks & Gillard Ltd, Independent Financial Advisors in Midsomer Norton, Bath, specialise in building owner managed businesses and high net worth private individuals. With over twenty years experience of advising local businesses, we offer a friendly approachable service and advise in plain English.

As both Independent Financial Advisers and Chartered Accountants, we can carry out a complete and impartial review of your financial and taxation affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions. Our advice is carefully structured so as to make full benefit of all the tax rules and reliefs available to you.

Our main areas of expertise are as follows:
  • Mortgages and re-mortgages
  • Retirement and Pension planning
  • Savings and Lump Sum Investments
  • Life Assurance and Critical Illness
  • General Tax Planning
  • Protecting your Family and Estate
  • Equity Release Advice
We offer an initial meeting with no charge or commitment in order to gain an insight into your circumstances, which will enable us to see how we can help. We can either receive commission paid for by the product providers, or charge fees, the choice is yours.

To arrange an appointment please contact the Midsomer Norton office on 01761 410444. We can meet at the place most convenient to you, be it your home, your business or either of our offices.

Pethericks & Gillard Limited is regulated by the Financial Conduct Authority

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