Business Details
Your Trusted Financial Partner in Ilminster
Manders Financial Services has built a reputation on trust, integrity, and decades of expertise in financial planning. Our practice focuses on helping clients navigate life's financial decisions, whether celebrating milestones or addressing unexpected challenges. We prioritise long-term relationships, ensuring clients feel supported at every stage of life. Our investment management approach is designed to make wealth work harder, tailored to individual needs and goals. With a commitment to transparency and client-centric service, we provide specialist advice in retirement planning, protection planning, and intergenerational wealth management.Backed by the St. James's Place Partnership, our team delivers sound, trustworthy guidance, as evidenced by consistent client testimonials highlighting professionalism and reliability. We serve individuals and businesses across the South West, offering a personalised approach to financial solutions.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We offer 18+ years of continuous client relationships with proven expertise
- Our team provides FCA-regulated financial advice through St. James's Place
- Personalised investment strategies tailored to individual life circumstances
- Specialist knowledge in intergenerational wealth transfer planning
- Consistently high client satisfaction evidenced by long-term testimonials
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Trustworthy advice
Excellent service
Personalised approach
Long-term reliability
Professional expertise
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We combine market expertise with ongoing monitoring to optimise returns while maintaining appropriate risk levels. Clients benefit from regular performance reviews and transparent reporting.
Retirement Planning
We develop comprehensive retirement strategies considering income needs, tax efficiency, and lifestyle goals. Our approach ensures clients understand their pension options and make informed decisions about drawdowns, annuities, and tax implications.
Protection Planning
Our protection planning assesses life insurance, critical illness cover, and income protection needs. We help clients safeguard their families' financial security through appropriate policies tailored to individual circumstances and commitments.
Corporate Services
We provide tailored financial solutions for businesses including succession planning, key person insurance, and corporate investment strategies. Our services help business owners protect assets and plan for sustainable growth and transition.
Intergenerational Wealth Management
This specialist service focuses on wealth transfer between generations. We advise on inheritance tax mitigation, trust structures, and legacy planning to preserve family wealth while meeting current and future needs.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth transfer planning.
How are you regulated?
We operate as an Appointed Representative of St. James's Place Wealth Management plc, authorised and regulated by the Financial Conduct Authority.
What areas do you cover?
We serve clients across the South West including Ilminster, Bridgwater, Bath, Taunton, and surrounding areas.
How long have you been in business?
Our practice has maintained continuous client relationships for over 18 years, with formal company registration in 2014.
Can you help with inheritance tax planning?
Yes, our intergenerational wealth management services include specialist advice on inheritance tax mitigation and estate planning.
How do you charge for your services?
Our fee structure is transparent and discussed during initial consultations. Charges vary according to service complexity and client requirements.
Reviews (5)
Glen Carter
Sep 28, 2021
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Manders Financial Services is easy to find on the A303 towards Chard from Ilminster. They have plenty of parking space. Disabled access, wealth of experience within the team from Mortgages, Pensions and Investment advice. comprising of a private client meeting room.
Sally Robbins
Oct 08, 2020
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I have known Jenny for a number of years and have watched her business grow . The team she has built around her are exceptional and a pleasure to deal with . Above all, I have always found the advice I have received to be of the highest quality and without exception, totally honest and forthright .Jenny is also a very personable lady who oozes confidence with an incredible knowledge of her profession ... thank you Team Manders for all your help and support over the years and indeed for everything I know you will continue to do for me in the future !
Alison Huxtable
Aug 26, 2020
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Jenny and her amazing team have always been professional and supportive of me and I am more than happy to refer Manders Financial Services. I have known Jenny for a long time and she has grown from strength to strength due to her care and dedication to her business. My finances are in good safe hands,
Susan Greaves
Aug 26, 2020
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I first met Jenny Manders in 2016 when she was helping my sister and I sort out the finances after our mother died. From the beginning I was impressed with the way she combined being professional with an easy and friendly approach. Jenny always explains exactly what she is suggesting and makes sure I am happy with it. Jenny is always ready to answer any questions and is easily contacted by phone or email. Her colleagues in the office are extremely helpful and efficient and nothing is too much trouble for them. This is due to the excellent standard that Jenny sets. I appreciated the visits she has
Stuart Carter
Jun 27, 2020
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Positive:Professionalism
The team at Manders Financial Services were friend, concise and above all professional. Very pleased with the service they provided.
The team at Manders Financial Services were friend, concise and above all professional. Very pleased with the service they provided.
