South West
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Ashlea Financial Planning
Contact: Diane Weitz or Nik Marsh
Email: info@ashlea-fp.co.uk
Tel: 01242 254 149
Web: www.ashlea-fp.co.uk
Address: 81 Hatherley Road, Cheltenham GL51 6EG -
Badhan, Sanjay
Contact: Sanjay Badhan
Email: sanjay@futureplanningwm.co.uk
Tel: 01793 575 553
Web:
Address: 42-43 Havelock Street, Swindon, SN1 1ND -
Castlefield Advisory Partners Ltd (London, Manchester, Salisbury)
Contact: Rupert Lovesy - Partner Olivia Bowen – Partner Helen Tandy – Partner Thomas McCoy – Associate Pooja Shar – Manager Sakshi Bhatia – Senior Executive Michael Owens – Senior Executive
Email: queries@castlefield.com
Tel: 0330 088 4890
Web: www.castlefield.com
Address: 8th Floor, 111 Piccadilly, Manchester, M1 2HY
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Chase de Vere
Contact: Ben Willis
Email: ben.willis@chasedevere.co.uk
Tel: 01225 368 667
Web: www.chasedevere.co.uk
Address: 4th Floor, 20 Manvers Street, Bath, BA1 1JW
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Churchill Wealth Management
Contact: Churchill Wealth Management
Email: enquiries@churchillwm.co.uk
Tel: 0117 923 7652
Web: www.churchillwealthmanagement.co.uk
Address: 13 Alma Vale Road, Clifton, Bristol, BS8 2HL
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Ethical Investments (SW) Ltd
Contact: Malcolm Dodd
Email: malcolm@ethicalinvestments-sw.co.uk
Tel: 01726 870 100
Web: www.ethicalinvestments-sw.co.uk
Address: 3 Fore Street, Polruan, PL23 1PQ
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Ethical Investors Group
Contact: Lee Coates
Email: lvc@ethicalinvestors.co.uk
Tel: 01242 539848
Web: www.ethicalinvestors.co.uk
Address: Third Floor, Formal House 60 St George’s Place Cheltenham GL50 3PN
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Keyte Chartered Financial Planners
Contact: Dr Robin Keyte
Email: robin@keyte.co
Tel: (0)1823 324 432
Web: www.keyte.co
Address: Keyte Chartered Financial Planners, 10 Middle Street, Taunton, Somerset, TA1 1SH -
Stanley, Michael
Contact: Michael Stanley
Email: michael.stanley@sanlam.co.uk
Tel: 01225 827688
Web: ~
Address: c/o Sanlam Private Wealth, 5 Miles's Buildings, George Street, Bath, BA1 2QS -
Thomas Fear Financial Planning
Contact: Tom Fear
Email: tom@tomasfear.co.uk
Tel: 0117 904 6771
Web: www.thomasfear.co.uk
Address: 1 Eastfield Road, Westbury-on-Trym, Bristol, BS9 4AD -
Watson French Ltd
Contact: Watson French Ltd.
Email: enquiries@watsonfrench.co.uk
Tel: 01872 225 885
Web: www.watsonfrench.co.uk
Address: Courtleigh House, 74-75 Lemon Street, Truro, TR1 2PN
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Wessex Investment Management Ltd
Contact: Kevin Bailey
Email: advice@wessexim.co.uk
Tel: 01747 859 411
Web: www.wessexim.co.uk
Address: The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ