Business Details
15 Years
experience
Your Trusted Partner for Independent Financial Advice in Bridport
Gillingham's Financial Advisors has been delivering tailored financial solutions since 2011, combining deep industry expertise with a client-centric approach. Our team of Chartered Financial Planners and qualified advisers brings decades of collective experience in wealth management, retirement planning, and protection services. We specialise in creating comprehensive strategies that align with individual client goals, supported by rigorous technical analysis and ongoing relationship management.Our commitment to excellence is demonstrated through our FCA authorisation, professional accreditations, and consistent client retention. We prioritise transparent communication, ethical investment practices, and continuous professional development to maintain our position as trusted advisors in the South West region. Our track record of helping clients navigate complex financial decisions underscores our authority in the independent financial advice sector.
Services
Wealth Management
Investment Advice
Family Protection
Equity Release
Later Life Advice
Business Advice
Tax Planning
Retirement Planning
Long Term Care
Ethical Investing
Details
- Year established: 2011
Highlights and features
- We have 12+ years of experience in independent financial advice
- Our team includes Chartered Financial Planners with advanced qualifications
- We maintain FCA authorisation for regulatory compliance and client protection
- We offer comprehensive, tailored financial planning solutions
- We provide ongoing support with regular portfolio reviews
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 tailored investment strategies aligned with individual financial goals. We combine market analysis with risk assessment to optimise portfolio performance while maintaining regulatory compliance. Clients benefit from regular reviews and transparent reporting to ensure their assets grow sustainably over time.
Investment Advice
We provide comprehensive investment advice covering diverse financial instruments and market opportunities. Our approach considers clients' risk tolerance, time horizons, and financial objectives to create balanced portfolios. Ongoing monitoring ensures investments remain aligned with changing market conditions and personal circumstances.
Family Protection
This service focuses on safeguarding families against financial risks through appropriate insurance solutions. We assess individual needs to recommend life cover, critical illness protection, and income replacement strategies that provide security during unexpected events while considering tax efficiency.
Equity Release
Our equity release solutions help clients access property wealth while maintaining residency. We explain lifetime mortgage options and home reversion plans with clear explanations of implications, ensuring clients make informed decisions about releasing capital from their homes.
Later Life Advice
We specialise in financial planning for later life stages, addressing care funding, inheritance tax mitigation, and retirement income strategies. Our advice considers healthcare needs, estate planning, and intergenerational wealth transfer while maintaining compliance with regulatory requirements.
People
James Hewitt
Director and Chartered Financial Planner
With over 20 years' experience, James transitioned from accounting to financial planning in 2008. He holds multiple advanced qualifications including Chartered Financial Planner status and specialises in retirement planning and investment strategies.
Jonathon Sear
Consultant
Jon has 25+ years in financial services, previously working in banking management roles. He joined Gillinghams in 2011 after qualifying as a financial adviser, bringing expertise in mortgage solutions and lifetime care planning.
Claire Keepax
Paraplanner
Claire provides technical support with her legal background and financial planning qualifications. She specialises in equity release and pension advice, supporting clients through complex financial decisions with clear explanations.
Sharon Donovan
Office Manager
Sharon oversees office operations with marketing and business management qualifications. Her client services experience ensures efficient administrative support and smooth client interactions across all financial planning processes.
Jackie Glynn
Accounts Manager
Jackie manages all financial operations with her accounting expertise. She maintains accurate records and ensures compliance with financial regulations, supporting the advisory team with essential administrative functions.
Questions
What areas do you cover?
We primarily serve Dorset, Somerset, and surrounding areas with flexible meeting options available.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration 609295).
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with DipPFS, CertPFS, and specialist qualifications in mortgages and long-term care.
How are you compensated?
We operate transparently with disclosed fees and commissions, ensuring no hidden costs in our advisory services.
Can I get home visits?
Yes, we offer home visits for client convenience, particularly for those with mobility requirements.
Do you offer initial consultations?
We provide free initial consultations to discuss your financial needs and determine how we can help.
