Connor joined the company in July 2014 as an Administrator and is keen to develop the skills and gain the qualifications required to progress within the industry and become a Financial Adviser himself one day.
He has already displayed the organisational and analytical qualities required to be successful, and given his vast computer knowledge, has been fast tracked to become the company’s unofficial IT specialist.
Stephanie joined the company in November 2014 as an Administrator with a long term view of gaining the necessary qualifications to progress in the industry, and eventually become a Financial Adviser herself.
In her time with the company she has already demonstrated the aptitude and willingness to learn that leads the Directors to believe she will be a valuable member of the team for years to come.
Based in Wiltshire, we provide a wide range of financial services through a number of qualified Financial and Mortgage Advisers. Although our clients are generally based locally, including Bath, Bristol, Wiltshire, Somerset and Dorset, we service clients nationwide.
We aim to help clients navigate successfully through the maze and complexity of financial products and solutions that exist in today’s world, assisting them to understand and make sense of the risks and pitfalls, whilst helping them adapt when life throws up the unexpected and/or their circumstances change.
We are happy to conduct face-to-face meetings at a time and location that suits your circumstances, whether that be at your home, your place of work or at our private office in Westbury.
We get paid by way of fees, commissions or a combination of both. These are fully explained and agreed at an initial meeting, for which there is no charge, we will then assess whether we can provide a solution suitable to meet your needs before taking any payment.
Church Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA number 572611.
Registered Office: Lennox House, 3 Pierrepont Street, Bath BA1 1LB. Registered in England and Wales, Company number 07844744.
In the event of you being dissatisfied with the services that we have provided to you, you may contact us directly at [email protected] or you can, if you wish, make a complaint directly to the online dispute resolution platform at http://ec.europa.eu/odr.