Mfa Financial Planning

Max Foote Associates is a chartered certified accountancy practice based in the historic market town of Castle Cary, Somerset. Established in 1994, the firm offers a range of professional services tailored for private individuals, sole traders, partnerships, limited companies, and various organisations, including clubs and charities. With a focus on owner-managed businesses, the team at Max Foote Associates combines extensive experience and qualifications to deliver personalised accounting and tax advice. The practice prides itself on maintaining high standards of technical knowledge and supports its clients in navigating their financial responsibilities. Generated from the website

Jeff White is an independent financial adviser based in Keinton Mandeville, England, who provides comprehensive financial advice tailored to individual client needs. With years of experience in the financial sector, he assists clients in navigating their financial journeys, from securing their first mortgage to planning for retirement. As a member of 2plan wealth management, Jeff benefits from the resources of a larger organization while maintaining independence from banks and insurance companies, ensuring that his recommendations are focused solely on what is best for his clients. His personalized approach includes a four-step advice process and a commitment to ongoing service, backed by industry-leading expertise and professional qualifications. Generated from the website

Sterling Probate Research is a family-run company based in Radstock, Somerset, with over twenty years of experience in locating missing heirs and beneficiaries. They specialise in probate genealogy and have successfully assisted in the distribution of millions of pounds worth of assets to rightful beneficiaries both in the UK and internationally. The firm prides itself on the thoroughness of its research and the considerate treatment of its clients, ensuring tact and discretion in handling all personal information. Their commitment to customer satisfaction is evident in the positive feedback from clients who appreciate the insights into their family history. Generated from the website