Welcome to BeAdvised: financial advisers in Swindon

At BeAdvised, we believe that every financial journey is unique and deserves a tailored approach. Based in Swindon, we are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here to provide support and advice to help you on your way.

About us

We specialise in providing unbiased, independent financial advice to private clients on their mortgages, pensions, investments, protection, inheritance tax planning.

Let’s go on a journey

Everybody’s financial journey is different; however, at BeAdvised we know that there are certain life stages that often prompt our clients to seek support.

Building your wealth

Building wealth requires strategic planning and expert guidance. We’re on hand to support you in working towards growing your savings and creating an investment portfolio that aligns with your goals. From setting up ISAs and optimising your pension contributions to selecting and diversifying your investments, we can help you navigate the complexities of wealth management to bring you closer to financial independence.

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Giving your child the best education

Providing the best education for their children and grandchildren is a top priority for many of our clients. We’re here to assist you in planning for private school fees by helping you understand the costs involved, creating a tailored savings plan and exploring your investment options.

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Intergenerational planning

At BeAdvised, we understand that planning for the future is about more than just finances—it’s about leaving a meaningful legacy. Intergenerational planning ensures your wealth is passed down seamlessly, securing your family’s future for generations to come. Our mission is to provide expert guidance tailored to your unique circumstances, helping you build a strong financial foundation that reflects your priorities and aspirations.

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Leaving behind a lasting legacy

Leaving a legacy involves more than just financial planning; it’s about preserving your hard-earned wealth and passing it on to your loved ones in the most efficient way possible. We’ll assist you in balancing your current lifestyle with your future goals, navigating the complexities of Inheritance Tax and ensuring as much of your hard-earned wealth as possible is left for your loved ones.

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Moving up (and down) the property ladder

Navigating the property market can be challenging, no matter where you are in your property journey. We offer professional advice on mortgage options and property investments tailored to your life stage. Whether you're buying your first home, expanding for a growing family or downsizing for retirement, we are here to help you make informed decisions that align with your financial goals.

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Planning Ahead for Long-Term Care – Taking Control of Your Future

It’s not always easy to think about a time when you might need extra support, whether for yourself or a loved one. But with people living longer than ever, the possibility of requiring care later in life is becoming increasingly common and planning for that eventuality is a key part of long-term financial wellbeing.

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Planning for a fulfilling retirement

Ensuring a comfortable retirement takes careful financial planning across your lifetime. We can help you maximise your pension savings, explore additional tax-efficient income streams, and work towards having the financial means to live your retirement years as you wish. We work with you to create a comprehensive retirement plan that aligns with your goals, providing peace of mind and financial stability in your golden years.

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Protecting your family

Life is full of uncertainties, but with the right protection insurance, you can be prepared for whatever comes your way. We help you achieve financial stability and peace of mind by offering advice on the wide range of protection options available for you, so you and your loved ones are financially secure, no matter what life throws at you.

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Why Work With Us

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