As an established firm of independent advisers our focus is to help our clients achieve their long term financial objectives. We do this by taking time to understand the current situation, and by delivering traditional standards of advice supported by the highest level of personal service.
We believe absolutely in the principle of independent advice and being answerable only to our clients. It is the only way that we can provide the very best solutions, whether for individuals or corporate clients.
Nearly all our clients come to us by recommendation, whether directly from our clients, or from lawyers and accountants that we work with.
The firm’s principals hold Chartered status, the highest qualification in the profession.
Although we are based near Wimborne in Dorset, our clients are spread throughout the UK, and some live overseas. We have a large cohort of London and Home Counties based clients and have access to meeting facilities in both the City and Westminster.
By far the greatest amount of work we do is regulated by the Financial Conduct Authority but not all of our services are regulated. Important matters such as the scope of the Compensation and Ombudsman schemes do not extend to non-regulated services. We will always explain which of our recommendations are covered by regulation.
AREAS OF SPECIALISATION
Wealth Generation
Wealth is created through the harnessing of surplus income, inheritances and other capital windfalls.
Investment Services
In order to be given the opportunity to grow, money has to be invested with wisdom and expertise.
Tax Planning
Personal and business taxes are becoming ever more complicated. An individual can suffer tax at up to nine different rates and can claim various reliefs and exemptions.
Pension Planning & Bespoke Schemes
With the State pension age getting later for many people and the demise of good quality employer pension schemes, planning for income in retirement is a vital aspect of financial planning for everybody still working.
Income In Retirement
The retirement horizon is something that everybody must cross; for some it will be a single point in time and for others it may be a gradual process taking many years.
Succession Planning
The wealth you create and do not spend in your lifetime, will be spent by somebody else.
Essential Financial Products
In addition to the financial planning and investment services we are happy to arrange one-off financial transactions.
Specialist Services For Business Owners
We provide corporate solutions for many small and medium sized companies, a number of whose owners are personal clients.
Specialist Services For Trustees
Our financial planning, tax and investment services are just as valuable for trustees as they are for individuals.
BENEFITS OF BECOMING A CLIENT
When you become a client you will be able to benefit from a wide range of expertise and professional services.
We place high value in our delivery standards and as well as receiving a very high quality financial planning and investment process you will be provided with a refreshingly high level of personal service thoughout your relationship with Bottriell Adams – which we hope will be longstanding and beneficial to you.
You will also be able to access the Client-only area of our website – see more details below of what this can offer.
Secure website service
By registering and/or logging in to the secure area of our site you can acess the following features, amongst others:
PORTFOLIO VALUATIONS
By logging in, you can keep up to date with your current portfolio valuations anytime, anywhere.
FORMS
Quickly and easily complete a range of forms online, which are already pre-populated with your details.
SECURE EMAIL
Gain access to our secure email messaging service. This ensures all communication is keep confidential.