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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.

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.

We aim to provide and deliver a full and comprehensive ongoing service that is endorsed by our long standing clients whom we are committed to servicing with regular reviews carried out on a face to face basis in the comfort of their own homes, offices or indeed here at Aqua Sulis Financial Management. Our aim is to establish long term relationships with our clients, their families and business colleagues and provide tailored, continuing advice throughout and over the years as circumstances alter and priorities shift over time.

It is easy to overlook your financial planning but if you’re eager to take control of your finances we can help. Aqua Sulis Financial Management Limited appreciates the importance of understanding your goals and objectives, our expert Financial Planners will help our clients build a solid financial future through effective planning and regular reviews.

For advice you can trust call us today on 01761 439986 or CLICK HERE to contact us.

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The Financial Conduct Authority does not regulate Estate Planning, Lasting Power of Attorney, Will Writing, Taxation and Trust advice.

I recently engaged the services of Paul Lewis, Aqua Sulis, after making the decision to become a  self-employed IT Consultant. 

I had previously worked for Blue Chip companies and hadn't given much thought to the 3 different pension funds that I had invested with them, which in all honesty hadn't been performing well. After a series of insightful and informative meetings with Paul I made the decision to move these funds into a 'managed service' which enables me to easily see how they are arranged and performing, plus I can also top up the fund each month. 

After discussing my pension and future plans with Paul I was also able to realise the dream of buying a holiday home abroad, sooner rather than later, by re-mortgaging my UK property and releasing the equity now - again this was something that Paul and his team were able to quickly and easily arrange for me. 

Lastly, Paul also arranged excellent Life and Critical Illness cover for me, again something that I'd not really considered because in the past my employers had always provided healthcare cover and death in service benefit.

I can thoroughly recommend Paul and his team at Aqua Sulis, they have provided me with first class, independent financial advice and I am extremely happy with their service and plan to maintain this relationship for many years to come!

Charlotte Moore  

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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