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Business Network SW – New Members

June 1, 2012

Welcome to new members…………..

Bristol Business Network Members

Fee-Based Financial Planning Advice That’s totally Independent

We are a boutique firm of financial strategists with in excess of 50 years experience. We prefer to operate on a trulyindependent fee basis which means WE DO NOT RETAIN COMMISSIONS. Instead, these are either used to reduce charges or alternatively where possible rebated to you.

We specialise in Investment and Estate Planning and concentrate on safeguarding your wealth for your family by protecting it from Inheritance Tax & Long Term Care fees. In addition, we also offer  comprehensive services for all your investment and protection needs including:

  • Portfolio Service / Investment Strategies
    Are you making the best use of your capital & surplus income?
  • Retirement Planning
    When do you want to retire and how much income will you need?
  • Protection
    How much cash would your family or business need in the event you were critically ill, suffering from long term illness/disablement or died unexpectedly?
  • Trusts 

    Developing & maintaining investment strategies for Trustees

Financial Planning For Discerning Clients

“Our clients are discerning individuals who prefer a fee-based expert advisory service that is delivered alongside proven investment techniques”.

Members of our Financial Planning Programme expect this all to be delivered in a prompt & efficient manner. The number of clients utilising our Financial Planning Programme is strictly controlled to ensure our service delivery & advice is not compromised.”

Nicholas Fox ACII, AFPS, AIFP. Chartered Financial Planner.  Managing Director

 Our Client Guarantee underpins everything we do & is designed to ensure that you are always 100% satisfied with the value & expertise you receive from our team.

If you are seeking a bespoke, fee-based advisory service contact Appleton Fox today.

Exeter and Taunton Business Network

Managing the cost of doing business

Doing business in the UK is expensive. From growing energy and wage bills, to the increasing cost of legislation and corporate social responsibility, organisations of every size are feeling the squeeze on profitability.

Making sure you don’t waste money by paying more than you need to for your essential business overheads is the quickest and most direct way to mitigate this and put profit back onto your bottom line. However, unless you have in-house specialists, how can you achieve this without diverting existing resources away from your core business and adding to the overall cost of your overheads?

A cost-effective way to profit improvement

The answer is to work with Auditel to bring independent advice, unparalleled market knowledge and specialist expertise into your organisation as an additional management resource. Our contingency fee proposition means you will benefit from this specialist service at no risk and for no upfront investment.

Contact me to find out how your organisation can benefit from my specialist expertise.

Auditel are also members in Bristol – contact there is Chris Gordon

Exeter, Taunton and Bristol Business Network Members

Personal development training and business development services based in the South West. Specialists in designing workshops and solutions for small businesses in soft skills, sales, relationship management, customer services and compliance. Helping business improve in sales, employee engagement and risk management. We are able to provide open and in house training.

What we do

We provide a wide range of services designed to deliver positive growth and development to individuals and organisations. Click on the links below to find more information.

Management and Personal Development:

We provide a portfolio of short, highly interactive workshops for personal development of individuals and managers. These provide delegates with the skills and knowledge to be more effective at managing themselves and their professional relationships.

Business Development and Compliance:

We provide training, workshops and coaching solutions to increase the development of organisations. Working on shared practices and allowing organisations to take away what they need to develop, grow and become a more sustainable and resilient business.

Bespoke Training Solutions:

We provide bespoke in house training, workshops and coaching solutions. These can be tailored to your organisations specific needs and required timeframe. We are flexible in our approach to ensure that you receive the solution that meets your business needs. We guarantee to work in partnership with clients to provide effective and powerful solutions.

Business Network SW  provides decision makers from businesses in the South West the opportunity to develop and enhance mutually beneficial relationships
 Do you want to generate opportunities that will enhance your business?
Do you want to build mutually beneficial relationships with other decision makers?
Do you want your networking to relaxed and comfortable?
How about business seminars that can positively impact your business?
Would a huge variety of contacts be useful to your business?
Do you want the opportunity to promote your business and expertise?
Do you want a team of advocates and ambassadors for your business?


Complete the enquiry form here and your personal invitation will be emailed to you

Call 01600 891584


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