Welcome

Balmoral is a long-established and well respected firm of Independent Financial Advisers (IFAs), dedicated to providing a bespoke, first class service of the highest quality and integrity to both personal and corporate clients.

We are impartial professional advisers in the areas of investment and savings, pensions, protection, long term care and mortgages. We also have more specialist services as detailed elsewhere on this website.

Our clients are very important to us and one of our major strengths is our ability to build long-term relationships with our clients, so that we can continue to help them to meet their financial aspirations throughout their lifetimes.

The firm is run by a highly experienced and reputable senior management team with a clear and focused strategy, backed with a strong balance sheet. The company is privately owned by its working partners and has grown substantially since inception.

Please contact the Practice Manager, Clare Porter, with your initial requirements, after which time your enquiry will be passed to an Independent Financial Adviser.

We look forward to meeting you soon and hope we will be able to help you.

We hope you enjoy looking at our website and would welcome your feedback. We aim to update it often, so please come back soon.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For details of our fees for mortgage business please see our page "How we are Paid".

Balmoral Associates is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.  

The FSA does not regulate some forms of buy-to-let mortgage, offshore products, tax planning or school fees.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Balmoral Associates nor Sesame Limited are responsible for the accuracy of the information contained within the linked site(s) accessible from this page.