John Piper
Independent Financial Adviser in Somerset
Savings & Investments
The right investments can assist in growing your wealth and protecting it against inflation.
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Pensions & Retirement
Making certain your pension pot will achieve your desired income when you retire.
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Financial Protection
Protecting you, and those financially dependent on you, against the unexpected.
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IHT & Estate Planning
Making sure you and your beneficiaries don't pay more tax than needed.
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About
Independent Financial Adviser in Somerset
Based near Bath in Somerset, I have been an independent financial adviser for almost 20 years following a career in the Royal Navy.
I provide advice on all areas of financial planning solutions from the whole of the market, which means you will receive the best possible advice tailored for your needs.
I'm aware that every client has a different financial situation, and therefore I ensure my advice and personal approach matches the needs of the client. Once I understand a client and their expectations, I am able to create a plan and provide pertinent tailored advice. If you have a long-term financial goal in mind, I can use my wealth of knowledge and expertise to try and make it a reality. A Client Agreement and About Our Services & Fees document are always provided at the first meeting to give an indication of any potential fees or costs involved.
My business has been built on word of mouth and personal recommendations, and I'm extremely proud of my excellent reputation. My professional qualifications include:
- Diploma in Financial Planning (Dip.PFS)
- Mortgage Advice Qualification (MAQ)
- Statement of Professional Standing (SPS)
A Statement of Professional Standing is an FCA requirement and is renewed annually. It can only be issued by an FCA appointed accredited body and confirms that an adviser:
- has adhered to a code of ethical standards;
- holds the required qualifications for the activities they undertake;
- has completed appropriate Continuing Professional Development activities;
- complied with the 'Statements of Principle and Code of Practice for Approved Persons.'
Get in touch
Initial consultations are without charge or obligation, so if you think I can help in any way, please don't hesitate to contact me.
Get in touchServices
As an independent financial adviser I offer comprehensive, impartial advice on the following areas.
Investments & Savings
Whether you're saving & investing for the short or long term, ensuring your strategy is based on sound financial advice is key.
Pensions & Retirement
When you reach the stage where you're considering your retirement income, expert financial advice becomes even more important.
Financial Protection
The aim of financial protection, whether life assurance, mortgage protection or critical illness cover, is to protect you against the unexpected.
Estate Planning & IHT
Planning for the next generation and the potential impact of inheritance tax (IHT) is an important part of financial planning.
Contact
Get in touch to see how I can help
Address
John Piper IFA
Mead Close,
Stoke-St-Michael,
Radstock,
Somerset, BA3 5JB.
Phone
01749 841350
office@johnpiperifa.co.uk
Feedback & Complaints
Providing a good service is important to me, so I'm always delighted to receive positive feedback from clients. However should you be dissatisfied with any aspect of my service you can let me know by sending a message using the form above or by completing a Client Satisfaction Survey and emailing it to me at: office@johnpiperifa.co.uk.
Letting me know when you're unhappy provides me with the opportunity to put matters right for you, and to improve my service for everyone else. If I am unable to resolve a matter to your satisfaction I will pass your complaint on to my Network, In Partnership, to investigate. For further information please see their Customer Disputes Resolution Process leaflet.