Whether you are looking for "one off" advice or regular reviews and services for your financial needs, Bausor Hall Financial Services can help you.

Who Are We?

• We are a small firm of caring individuals, established over thirty years.
• John Bausor is a qualified adviser with long standing experience

How Do We Work?

• We are Independent Financial Advisers.  This means:
• We work specifically on your behalf.
• We have no bias towards products or providers
• We offer a range of services and expertise in financial matters
• We liaise with your other professional advisers
• We have contacts with specialists to help you when require
• We are properly authorised and regulated
• We undergo regular training and competence checks
• We provide up-to-date information and regular reviews

How Do You Pay For Our Services?

You have choices which should suit your individual needs:-

• A "Pay as you go" fee service
• "Programme" alternatives for regular contact
• Retainers for continual advice and updates
• A commission earning system when arranging new contracts

Information on these choices would be provided to you before you make a decision.

Will Our Services Suit You?

We have access to an extensive range of financial products, complementary arrangements and individual services.  These include:-

• A full range of protection plans for the individual, family or business
• Reports and arrangements for tax and trust planning
• Portfolio advice and arrangements for investments
• Opportunities and arrangements for retirement planning
• Plans and services for receiving pension benefits

To help us choose the best course of action we have access to various independent analysis and comparison systems.

In addition to the full range of providers and products we can also introduce you to:-

• Independent analysis, administration and advice services on investment portfolios
• Competitive "self select" pension and investment plans
• Sources of taxation, wills and trust advice

What Particular Strengths of Ours May Suit You?

We believe that our expertise in a wide range of pension issues and opportunities, and in investment portfolio planning, may offer particular benefits to:-

• Those pre or post retirement
• Those considering their pension options on changes of employment
• Those seeking to access a wider range of pension investments
• Those seeking to manage pension funds for income provision and protection for their dependents.

We are not Stockbrokers (and cannot advise on individual shares) nor do we advise on mortgage arrangement and borrowing.

What Is The Next Step?

We suggest an initial meeting (normally at no charge if this is held in our office) at which we will discuss your objectives and circumstances and let you know if we think we can help.  If you then instruct us to proceed, we will carry out a "fact-find", discuss your preferred method of payment and agree the next steps to provide the advice or services you are seeking.

Bausor Hall Financial Services Ltd (FSA Registration: 224098) is an appointed representative of Burns-Anderson PLC (FSA Registration: 126191), 27 Great George Street, Bristol, BS1 5QT which is authorised and regulated by the Financial Services Authority.

Some products and services may not be regulated by the FSA

Bausor Hall Financial Services Ltd is a company incorporated in Cardiff Registered No 4571385.  Registered Office 38-44 Binley Road, Coventry, CV3 1JA