Business Details
25 Years
experience
Your Trusted Financial Advisers in Taunton
1st Financial Group is an independent financial advisory firm based in Somerset with over two decades of experience serving clients across the South West and beyond. Our collaborative approach ensures clients receive tailored financial solutions, combining in-depth market knowledge with a commitment to long-term relationships. Specialising in mortgages, insurance, retirement planning, and investment management, we prioritise client needs through impartial advice and access to a wide range of products. Our team of seasoned professionals, including directors with 25+ years of industry experience, delivers expert guidance aligned with individual financial goals. We maintain strong regulatory compliance as an FCA-authorised firm, ensuring transparency and trust in all our services.From first-time buyers to business owners, we provide clear, actionable advice to help clients navigate complex financial decisions. Our administration team supports seamless service delivery, including application tracking and regular progress updates. With offices in Taunton and flexible home visits, we combine local accessibility with national expertise. Client testimonials highlight our problem-solving approach and successful outcomes in mortgage approvals and insurance solutions. Committed to continuous improvement, we adapt to evolving market conditions while maintaining our core principle of putting clients first.
Services
Mortgage Advice
Insurance Advice
Financial Planning
Retirement Planning
Investment Management
Details
- Year established: 2001
Highlights and features
- We offer 25+ years of independent financial advisory experience
- Our team provides impartial, across-the-market mortgage advice
- We implement a collaborative approach to insurance solutions
- Our advisers are FCA-authorised and regulated professionals
- We serve clients across the South West with local expertise
Associations and certifications
- Financial Conduct Authority
What people say
Friendly, professional advice
Helped secure mortgage
Affordable insurance options
Problem-solving approach
Financially stable lifestyle
Services
Mortgage Advice
Our mortgage specialists provide impartial, across-the-market advice to find suitable home loan solutions. With access to thousands of products, we help first-time buyers, remortgagers, and property investors navigate complex lending criteria. Our FCA-regulated advisers ensure clients understand all financial commitments, including risks of repossession if payments are missed.
Insurance Advice
We offer comprehensive insurance solutions including life, critical illness, and income protection policies. Our advisers assess individual needs to recommend appropriate coverage levels, ensuring financial security for dependants and businesses. We specialise in business protection products like key man insurance and shareholder agreements.
Financial Planning
Our financial planners create tailored strategies for long-term wealth growth and preservation. Services include retirement planning, investment management, and tax-efficient solutions. We develop ongoing relationships to adapt strategies as clients' circumstances evolve, focusing on sustainable financial security.
People
Phil Higginson
Director & Independent Financial Adviser
With over 25 years' experience, Phil specialises in helping clients achieve financial goals through consultative advice. He enjoys building long-term relationships and plays cricket during summer months.
Mark Weymouth
Director, Mortgage Adviser
Co-founder with 30 years' mortgage expertise, Mark combines industry knowledge with community involvement. He balances client meetings with family time and motorcycling hobbies.
Matthew Eaton
Independent Financial Adviser
With 28 years' sector experience, Matthew provides wealth management solutions from his Taunton base. A keen traveller, he specialises in creating tailored investment strategies for local clients.
Questions
What financial services do you offer?
We provide mortgage advice, insurance solutions, retirement planning, investment management, and business protection services tailored to individual client needs.
Are you regulated by any official body?
Yes, we're authorised and regulated by the Financial Conduct Authority (FRN: 475973) for financial advisory services.
Do you serve clients outside Somerset?
While based in Taunton, we serve clients across the South West and nationwide through office meetings and home visits.
How do you charge for financial advice?
We typically charge no upfront fees as our services are usually remunerated through product providers, ensuring accessible advice for all clients.
