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Investing for beginners


This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Weston-super-Mare let alone Weston Super Mare ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Somerset.

Good luck! 

Independent Financial Advisors IFAs

Invest Southwest Independent Financial Advisers

6 Beaufighter Rd, Weston-super-Mare BS24 6EE, UK – 01934 310653

Mathew Duncan is simply the best Independant Financial Advisor that I have ever used and I have used quite a few over the years, from different parts of the country. Superb knowledge; Professional, Friendly and it always seems; focussed entirely on the Clients needs and options, explaining these concisely with great patience. A first class professional, who is a pleasure to deal with.

Myself and my husband recently went through the mortgage application process with Matt Duncan, he got us a great deal with a great lender. His advice, patience and knowledge was invaluable throughout the entire process. He was very friendly but professional and I guarantee we would not of got such a good deal if not for Matt. He was always there to offer both advice and reassurance. I will definately be using Invest Southwest again in the future.

Mawbey Independent Financial Advice

16 Baker St, Weston-super-Mare BS23 3AE, UK – 01934 257258

Andrew Mawbey is brilliant! He assisted my partner and I with getting onto the housing ladder with mortgage and life insurance. He succeeded where others failed in explaining the process clearly to us both so that we understood everything completely and wasn't happy until we did. Unlike the bank we'd been to, he could answer our questions properly with explanation so that it made actual sense. Andrew is polite, friendly, approachable and patient and we cannot recommend him highly enough. Thanks, Andy, for everything.

Andy at Mawbey Independent Financial Advice has provided expert financial advice to me over the past few years and I have great confidence in his ability and ethics. I highly recommend them to anyone interested in maximising their financial potential.

EveryStep Financial

6 Ashcombe Rd, Weston-super-Mare BS23 3DY, UK – 01934 550046

Would highly recommend - Greg and his team take the time to understand your affairs and offer the solutions specific to you. If you don't have an IFA then contacting Everystep is a must!

Great people to work with , totally trustworthy

Investment Companies - Business Angels

Air Products

Winterstoke Commercial Centre Searle Cr, Weston-super-Mare BS23 3YX, UK – 0800 611 8921

Proactive Properties

21 Hutton Hill, Hutton, Weston-super-Mare BS24 9TU, UK – 07748 327505

Metlife Insurance Services

Top Floor Flat, Weston-super-Mare BS23 3AX, UK – 01934 248904

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