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. Although we are based near Wimborne in Dorset, our clients are spread throughout the UK, and some live overseas.
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. Although we are based near Wimborne in Dorset, our clients are spread throughout the UK, and some live overseas.
Services
Bottriell Adams LLP is an established firm of financial advisers specialising in the areas of financial planning and investment management. We are authorised and regulated by the Financial Conduct Authority. Both Gary Bottriell & Andy Sibbick hold the coveted Chartered status, the highest level of industry qualification and between them have over forty years of experience across the financial services industry.
We offer an all-round financial planning and advisory service, including the following areas:. Wealth is created through the harnessing of surplus income, inheritances and other capital windfalls. Identifying money that is not going to be used for consumption and using it to create capital wealth is the primary objective and skill of Bottriell Adams' financial planners.
We consider our role is to help provide the financial framework so that individuals, families and businesses can carry on their lives with the confidence that their protection and medium to long term financial needs are being looked after. This is the result of a full examination of the current situation and then drawing on our knowledge and experience to select the most appropriate solutions to meet the agreed objectives.
The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. Free and impartial money advice from The Money Advice Service, set up by government, is available here.
Please download and read our current Services and Costs Agreement which describes the levels of service we offer, how we are remunerated and how our remuneration is calculated.It also contains other important status and regulatory disclosure. Please read this document carefully and if you do not understand any point please ask for further explanation.
Please download and read our current Services and Costs Agreement which describes the levels of service we offer, how we are remunerated and how our remuneration is calculated.It also contains other important status and regulatory disclosure. Please read this document carefully and if you do not understand any point please ask for further explanation.
Reviews (1)
Tracy Sheldon
Mar 26, 2021
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