Mendip Financial Services

Although Mendip Financial Services has only been establish since 2003, between the advisers there is over 35 years of Financial Services experience. We all agree in all those years, we have not met two clients that are the same or needed the same solution. That is why we put so much emphasis on seeing clients face to face, so that we can get to know our clients as individuals so that we can make unique recommendations. When we are faced with clients problems or worries, we all ask ourselves "What would we do in that situation"? We feel that by doing that, we are treating our clients as we would like to be treated ourselves. All our clients are either long standing clients or are new ones that have been recommended to us. So we must be doing something right?

Why not see if we can do the same for you?

About Us

At Mendip Financial Services we continually aim to be the company that clients are happy to do business with and are happy to recommend to their friends and family. We will deal openly and honestly with our clients and ensure we and our clients have a clear understanding of their needs and values. Using our expertise we will tailor our advice to meet the unique requirements of our clients and never presume that ‘one size fits all'. We appreciate our role is not only as an advisor but as an educator to our clients. We will communicate only what we know and won't pretend to know things we don't.

Services

At Mendip Financial Services we will not make commitments that we cannot meet, and if we are requested to do something which we can't we will explain why and offer suitable alternatives. We understand, sometimes things go wrong. At Mendip Financial Services we have a structure in place to rectify any issues that may arise. At Mendip Financial Services we agree an individual servicing solution which meets each and every clients needs and make sure this is achievable by using our computer based management systems.

Trading Since

2003