Client Testimonials


“As a company director we were looking at ways to save tax and improve our return on investments.  Andy is helping to set up our auto enrolment scheme and provide numerous other services such as critical illness cover and pension reviews.  Andy’s advice has always been spot on and he is always available to answer any questions I have.”

Phil – Managing Director & Accountant


“I am very pleased with the service and advice received from Andy Palmer and how he explained everything.  He could not have done any better really. I found the amount of information I needed to find out a bit overwhelming, at the start, but on each subsequent visit Andy went over it again and clarified it for me so I now have a much better understanding.”  

Josephine – Potters Bar


“Its not every day you get a box of chocolates from your adviser, thanks  #topqualityservice #recommended #topblokedave

James  – Managing Director & Structural Architect.


“We needed financial advice in order to raise funds from a pension.  Andy explained everything, did the paperwork and handled the whole transfer. Completely happy with his advice and service.”  

Christine & Andy – Chippenham


Reviews and Ratings for Financial adviser Andy Palmer, Bath

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.