Basil James Financial Services

Basil James Financial Services

The partners background of many years experience working for banks and building societies within Personal Financial Services gave them an intimate knowledge of this sector and an unshakeable conviction that customers should be offered professional advice for the products and services we offer.

There are many important financial decisions that have to be made from obtaining the best mortgage rates to the best Insurance terms. It is therefore important that the entire market is researched before deciding which provider to select. We pride ourselves on our professionalism and only recommend a product if it is appropriate and suitable to our customers. We achieve this by taking time to thoroughly understand our customer's requirements and circumstances enabling us to conduct focused research to select the recommended product. We will help and assist you to obtain the agreed products by completing the transactions for you giving you peace of mind.

Basil James Financial Services
Basil James Financial Services

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - 17 Court Barton, Ilminster, TA19 0DU
    01460 258903

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