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Welcome

Aqua Sulis Financial Management is a family run Financial Consultancy business situated just south of the beautiful city of Bath, hence the name, Aqua Sulis - the old roman name for the city.

The company was formed 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 clients.

Our Service

We provide a full advisory service to both personal and business clients. 

With our experienced Financial Consultants we are able to offer full guidance and recommendations across a range of financial areas including Wealth Management, Estate Planning, Personal and Business Protection, Pension and Retirement Planning along with Tax Mitigation strategies.

I was introduced to Paul by a friend as I was unhappy with my pension scheme through another company.

Paul looked into it for me and with a lot of hard work moved my pension into another scheme. Since then my pension has been growing nicely.

You can always contact Paul out of hours and normally returns an answer very quick which is very rare to find these days.

Ian Dawson 

The value of pensions and investments and the income they produce can fall as well as rise. You can get back less than you invested.

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

Tax planning  and Estate planning are not regulated by the Financial Conduct Authority.

Areas of Advice

We are all too aware that circumstances alter along with priorities as we move through our lives, presenting challenges, opportunities and changes. 

Knowing your Financial Consultant is here to help with recommendations and advice across an extensive range of financial areas who can create and provide solutions gives our clients the reassurance they require.

Wealth Management

Managing your wealth will help to ensure that your investments and assets are positioned well with an aim to provide growth whilst considering your personal acceptance to risk.

Business Consultancy

Those of you running your own business will know how rewarding this can be both financially and personally.  We can deliver the help and advice to guide you through various financial strategies.

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Pension Planning

Our consultants are able to offer advice across a range of pension planning options and consider your individual circumstances in order to offer a variety of solutions to ensure you reach your goals.

Post Retirement Planning

At retirement you will be called upon to make important decisions on how to utilise the savings and capital you have accumulated in order to provide for the retirement you desire. Let us help.

Personal Protection

We will carefully review your personal and financial circumstances and provide a detailed explanation of their recommendation that will be based on all your personal requirements.

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Mortgages

Whether you’re buying a home, changing your mortgage or investing in property, our Financial Consultants will guide you through the many different products available.

After a dramatic change in personal circumstances, leading to many financial decisions being made under emotive conditions, Paul and his team walked me through the process in a timely, calm and professional manner. Their unending support and guidance, has been invaluable to building a strong independent financial future for my family and I. I can’t recommend their services enough.

Emily Atkins 

Estate and Inheritance, Legacy, Creation

To ensure your estate is passed on to those you love and that the taxman is not the main beneficiary of your wealth then effective planning and completing a Will is essential.

Aqua Sulis Financial Management Ltd is an Appointed Representative of CAERUS Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

© 2018. Reg’d in England & Wales No. 11119852. Reg’d Address: The Island House, The Island, Midsomer Norton, Radstock, BA3 2DZ   

COOKIE POLICIES  |  TERMS

Aqua Sulis Financial Management Ltd is an Appointed Representative of CAERUS Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

© 2018. Reg’d in England & Wales No. 11119852. Reg’d Address: The Island House, The Island, Midsomer Norton, Radstock, BA3 2DZ  COOKIE POLICIES  |  TERMS

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