Business Details
Independent Financial Advisers in Walton on Thames
Bigmore Associates has spent over five decades refining its approach to financial services, the principle that our work is fundamentally about people. Our mission centres on delivering trusted, empathic partnerships to help clients achieve their financial goals through impartial, holistic advice. With a long-term perspective, we prioritise understanding individual needs before crafting tailored solutions across financial planning, employee benefits, and payroll services. Our independence ensures no competing agendas, bias, or shortcuts in our approach. Backed by extensive experience and technical expertise, we combine traditional values with modern financial systems to create meaningful change for clients.Our core values - People First, Trust, Empathy, Educate & Empower, and Innovate & Adapt - guide every decision. Having evolved from pure financial advisors to comprehensive service providers, we now offer integrated solutions including will writing, probate, and mortgage services. This evolution enables us to address more client concerns in-house while maintaining our founding ethos of fair value and client-centricity.
Services
Financial Planning
Pensions Advice
Mortgage Services
Will Writing
Payroll Services
Highlights and features
- We have over 50 years' experience in financial services with Chartered Financial Planners
- Our holistic approach considers your complete financial picture across all life stages
- Regulated by the Financial Conduct Authority with FCA reference 446399
- Multi-disciplinary team offers integrated solutions across financial planning and business services
- Client-centric ethos prioritises your needs over commercial agendas
Associations and certifications
- Financial Conduct Authority
What people say
Excellent customer service
Knowledgeable and professional
Smooth process
Highly recommend
Cost effective service
Services
Financial Planning
Our financial planning service offers comprehensive guidance across pensions, retirement strategies, investments, and tax-efficient wealth management. With over 50 years' experience, we create tailored roadmaps for individuals and business owners. Our Chartered Financial Planners consider your complete financial picture to develop sustainable strategies that evolve with your changing needs throughout life's different stages.
Employee Benefits
We design comprehensive employee benefits packages that enhance workplace culture and staff retention. Our specialist consultants provide SMEs with tailored solutions including pension schemes, medical insurance, and engagement programmes. By aligning benefits with business objectives, we help create motivated workforces while ensuring cost-effective implementation and seamless administration support for HR teams.
Mortgage Advice
Our independent mortgage advisers provide whole-of-market advice for residential and investment property purchases. We guide clients through every stage from initial application to completion, including re-mortgaging and equity release options. With protection planning expertise, we ensure comprehensive coverage that safeguards both property investments and family financial security.
Will Writing
Our professional will writing service ensures your wishes are clearly documented with lasting power of attorney provisions. We provide estate planning guidance to protect family assets and navigate probate processes. Competitive pricing includes inheritance tax planning and corporate will writing solutions for business owners seeking comprehensive succession planning.
Payroll Services
We deliver accurate payroll processing and pension auto-enrolment compliance for businesses of all sizes. Our technicians manage payroll administration with transparent pricing that offers excellent value. From small startups to large corporations, we ensure timely employee payments and regulatory compliance while providing tailored solutions that integrate with broader business requirements.
People
Adam Nettleship
CEO, Chartered Financial Planner
With extensive industry experience, Adam leads our financial planning team, providing expert guidance on pensions and investments while maintaining our commitment to client-centric service.
Debbie Brant
Managing Director
Debbie oversees strategic operations, ensuring our services maintain the highest standards of professionalism and client care across all financial advisory disciplines.
Julian Strauss
Director, Chartered Financial Planner
Julian specialises in complex financial planning solutions, combining technical expertise with personalised advice to help clients achieve long-term financial security.
Clare Ridlington
Director, Chartered Financial Planner
Clare focuses on holistic financial planning, delivering tailored investment strategies and retirement solutions that align with clients' evolving life circumstances.
Luke Davies
Director, Will Writer
Luke leads our will writing and probate services, providing expert estate planning guidance while ensuring clients' wishes are clearly documented and protected.
Questions
What financial services do you offer?
We provide financial planning, pensions advice, mortgage solutions, will writing, payroll services, and employee benefits packages tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority with reference number 446399, ensuring compliance with industry standards.
How are you different from other advisers?
Our client-first approach combines over 50 years' experience with holistic planning, avoiding sales-led approaches to focus on your specific requirements.
Do you offer business-focused financial solutions?
Yes, we specialise in employee benefits, payroll services, and corporate will writing to support SMEs with comprehensive business financial management.
Can I get a free initial consultation?
We offer free no-obligation quotes for our financial planning services to help you understand potential solutions without upfront commitment.
Reviews (2)
Tim Sillwood
Mar 06, 2021
Report
I reached out to Bigmores around 4 years ago to sort out my pensions and other financial matters as I was about to retire. I met David Dunn in the office in Walton and he has since been my go to person with anything financial, offering his expert advice and recommending what he thinks are my best options to maximise my returns on my SIPP pension plan. I would recommend anyone requiring financial assistance to have a chat with them.
Steve Martin
Jan 13, 2021
Report
I fully recommend Bigmore Associates. Our Senior Financial Planner Julian is most professional and highly knowledgeable as is Adam their MD and all other members. A good old fashioned approach to great personal customer care blended with a highly competitive approach to cutting edge technology in the financial arena puts this company heads above others with extremely competitive fees, they cover all bases and offer excellent advise.
