Independent Financial Advisor in Shelsley Walsh, Worcester

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Baxter Fensham an Independent Financial Advisor in Shelsley Walsh, Worcester, was set up in 1996 to provide the highest quality financial planning, tax mitigation and investment services to professional and business clients. Over the years we have developed into one of the UK’s leading fee based financial planning and wealth management firms. Our Directors are all Certified Financial Planners, who are committed to their own ongoing development, thus helping to ensure our clients continue to receive the best service offering.

We do not deal exclusively with a particular type of client or organization, instead, we seek clients who are committed to the achievement of their long term financial planning objectives. Through working in partnership with them, we are able to ensure they benefit from the best the Financial Services arena has to offer.

Our core service is the provision of a fee based lifestyle holistic financial planning and wealth management process. This process simplifies the understanding of a client's financial affairs, (which can be quite complex), giving them confidence their goals will not only be achievable but will be arrived at through a positive planning and investment experience.

Financial Planning is not about buying, or being sold a series of financial products. That is the world of the retail based, commission led adviser.

Instead, it is about organising your affairs such that you are able to achieve your personal, family and professional goals with the resources available to you. It involves a consideration of the following points:-

Taxation legislation

To create a successful financial plan you need a process that is proven and robust. We have that process.

‘It is our job to do for you, that which you would do for yourself, if you had the time, inclination and expertise!’

Worcester Office:

Counties

Worcestershire, Gloucestershire, Herefordshire, Warwickshire, Avon, West Midlands, Staffordshire, Shropshire, Leicestershire, Cardiff, Monmothshire, Oxfordshire, Northamptonshire, Wiltshire, Somerset, Devon, Cornwall.

Towns

Worcester, Malvern, Hereford, Tewksbury, Cheltenham, Gloucester, Monmouth, Kidderminster, Cardiff, Stratford on Avon, Warwick, Bridgenorth, Dudley, Wolverhampton, Solihull, Coventry, West Bromwich, Birmingham, Rugby, Ludlow, Tenbury Wells, Lichfield, Tamworth, Bristol.

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