Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Equity Release
Mortgages are one of the largest single transactions in most people’s lives.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
Testimonials
“Samuel Bath have been advising me for many years. I’m delighted with the service they provide and I can highly recommend them.”
AP, West Midlands
“I know that I should have thought about financial planning sooner, but I didn’t. However, having listened to your advice, I do now feel that I can consider retirement knowing where I stand financially.”
DAS, Worcester
“I really needed help with my finances, Samuel Bath got everything in order and I’m grateful for their sensible and practical advice.”
RB, Birmingham
Want to know more?
To find out more or to arrange a meeting with us, please call
01564 797976, or email wsb@samuelbath.com