Business Details
15 Years
experience
Trusted Financial Advisers in Bridport
At Gillingham's Financial Advisors, we prioritise understanding our clients' unique life goals and financial circumstances to deliver tailored advice. Established in 2011 through the acquisition of RM Gillingham & Son's financial advisory division, our firm combines decades of collective experience with a commitment to ongoing professional development. Our team of Chartered Financial Planners and qualified advisers specialises in wealth management, retirement planning, and protection strategies, serving clients across Dorset, Somerset, and beyond. We maintain authorisation from the Financial Conduct Authority (FCA) and adhere to rigorous regulatory standards, ensuring transparency and client trust. Our approach integrates technical expertise with personalised service, focusing on long-term financial security for individuals and families.By staying abreast of market trends and legislative changes, we provide informed recommendations aligned with each client's evolving needs. Our office in Bridport offers accessible face-to-face consultations, complemented by home visits for added convenience. Client testimonials consistently highlight our professionalism, clarity in complex financial matters, and dedication to placing client interests first. Through annual reviews and proactive communication, we ensure our advice remains relevant to changing life circumstances. This client-centric philosophy underpins our reputation as a trusted partner in financial planning.
Services
Wealth Management
Investment Advice
Family Protection
Equity Release
Later Life Advice
Long Term Care
Business Advice
Tax Planning
Estate Planning
Retirement Planning
Details
- Year established: 2011
Highlights and features
- We offer 15+ years of combined experience in financial planning and wealth management.
- Our FCA-authorised team provides transparent, client-first financial advice.
- We deliver tailored solutions across retirement planning, investments, and protection.
- Our approach combines technical expertise with clear, jargon-free communication.
- We maintain a 98% client retention rate through consistent, personalised service.
Associations and certifications
- Financial Conduct Authority
What people say
Professional and highly recommended
Portfolio in safe hands
Clear, friendly advice
Excellent customer service
Nothing too much trouble
Services
Wealth Management
Our wealth management service creates customised strategies to grow and preserve your assets. We analyse your financial situation, risk tolerance, and long-term goals to build diversified investment portfolios. With ongoing portfolio reviews and market analysis, we ensure your wealth works effectively for your future needs while maintaining FCA-compliant transparency.
Investment Advice
We provide tailored investment solutions aligned with your financial objectives and risk profile. Our advisers assess market opportunities, tax implications, and diversification strategies to optimise returns. Through regular performance reviews and adjustments, we help clients navigate changing economic conditions while maintaining compliance with regulatory standards for secure wealth growth.
Family Protection
This service ensures your family's financial stability through life insurance, critical illness cover, and income protection plans. We evaluate your specific needs to recommend appropriate coverage levels, considering mortgage obligations, dependants' needs, and future expenses. Our protection strategies provide peace of mind against unexpected life events while maintaining affordability and comprehensive coverage.
Equity Release
We offer specialist advice on releasing tax-free capital from your home while retaining residency. Our qualified advisers explain lifetime mortgage options, legal implications, and inheritance considerations. We ensure clients fully understand the long-term impacts through detailed illustrations and comparisons, helping you make informed decisions about accessing property wealth responsibly.
Later Life Advice
Our later life planning addresses retirement income, care fee funding, and estate distribution. We coordinate pension drawdowns, long-term care insurance, and tax-efficient inheritance strategies. By considering healthcare needs and family circumstances, we create comprehensive plans that maintain financial independence while ensuring your wishes are documented and achievable.
People
James Hewitt
Director and Chartered Financial Planner
With over 15 years in financial services, James combines accounting expertise with advanced financial planning qualifications. He specialises in retirement strategies and investment management, holding multiple industry certifications including Chartered Financial Planner status.
Jonathon Sear
Consultant
Jon brings 25+ years of financial services experience, including senior roles in banking and mortgage sectors. His expertise covers lifetime mortgages and holistic financial planning, supported by DipFA and CEMAP qualifications.
Claire Keepax
Paraplanner
Claire provides technical support with 10 years in financial services. A qualified financial planner, she specialises in equity release and pension advice, holding DipPFS and equity release certifications.
Courtney Tuck
Administrator
Courtney supports client services with a background in law and financial administration. Currently studying for a Diploma in Regulated Financial Services, she ensures smooth operational processes.
Sharon Donovan
Office Manager
Sharon oversees office operations with marketing and business management qualifications. Her organisational expertise ensures efficient service delivery across all client interactions.
Questions
What financial services do Gillinghams offer?
We provide wealth management, investment advice, retirement planning, equity release, family protection, tax planning, and estate planning services.
Are Gillinghams Independent Financial Advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 609295.
Do you offer home visits?
Yes, we provide home visits for client convenience, particularly for those requiring face-to-face financial advice.
What areas do you serve?
While based in Bridport, Dorset, we serve clients across Somerset, Swansea, and surrounding regions.
