About Aqua Sulis Financial Management Ltd.
ASFM is a family run Financial Consultancy business situated just south of the beautiful city of Bath, hence the name, Aqua Sulis being the old roman name for the city.
Paul & Tracey formed the company back in 2000 with a mind to deliver a personal and individual advisory service to the general public with an holistic approach to financial planning.
‘We believe that a ‘one size fits all’ would be a foolhardy approach to individuals and their own unique personal financial situation. We realised that there were few companies offering this holistic approach and in recruiting high quality Financial Consultants we are committed to offering a quality service to all our clients’.
Mike and Gillian Double – Bristol
“We met Paul over 10 years ago and actually thought our financial planning was in good shape already. After several meetings we quickly realised that we were missing out on constructive guidance that turned our overall position around. Now 10 years on and following annual reviews each and every year having both retired we can honestly say that Paul has made our security and financial position better than we could have ever dreamed of.”
Hugh and Elaine Graham – Hornblotton Nr Shepton Mallet
“Paul has been our financial adviser for some years now as we appreciate his personal and yet thoroughly professional approach. He has consistently delivered on his promises and keeps us regularly updated of issues that really do need to be addressed. Indeed as a result of Paul’s good advice we have been able to benefit from a crucial illness claim releasing much needed capital that has been an absolute blessing. We would happily recommend Paul to others.”
Steve Hamlin – Bitton, Keynsham
“I wish you had been my financial adviser all those years ago.”