John Katsouris

Financial Services in Weston-super-Mare, Somerset
Financial Services in Weston-super-Mare, Somerset As with many other professional services one of the finest ways to find a nice independent financial advisor is by individual recommendation. John Katsouris has set up an outstanding reputation in Weston super Mare and Bristol, with customers choosing to stay with the firm and build long term business relationships. All nice financial advisors should be authorised by the financial services authority, and you can check this speedily and easily online at the Financial Services Authority.

Contact Details

Address
3 Aisecome Way
Weston-super-Mare, Somerset
BS22
Phone
Driving Directions

From Website

About Us
read moreOur company remains small enough to provide a service with a high personal touch, where every member of the team knows every client. We aim to guide our clients through their journey, helping them make good financial decisions and plan their financial future.
Retirement Planning
read moreRetirement is not just about pensions. It's about the big picture of your finances and how you can make the right choices at the right time to help provide for the lifestyle you want in retirement. Once we understand this we can help you make smart decisions around how to achieve this, and also help you avoid the potential pitfalls. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Estate Planning
read moreOver a lifetime, most people will pay significantly more tax than they need to. We help our clients utilise tax efficient financial planning whilst ensuring appropriate allowances are maximised. We also work alongside your solicitor and accountant to provide a cohesive approach to managing your wealth in a tax-efficient way. Taking the burden of complexity and confusion off your shoulders. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
What we do
read moreOf course, our technical knowledge around investing, pensions, tax efficient financial planning, insurance, mortgages, etc., is important; but we maintain the belief that these are just the tools at our disposal to help you achieve the life you really want.
Mortgages
read moreOur aim is to use our expert knowledge of this market to find you the right lender and competitive mortgage deal. With banks and building societies becoming ever more cautious it can often be difficult knowing where to go to help you buy that dream property. We don't stop just at ‘getting you a mortgage' but aim to guide you through the full property sale and/or purchase process, if required. Kohn Katsouris & Company is a credit broker not a lender. Commercial lending and some buy to let mortgages are not regulated by the Financial Conduct Authority.
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