INDEPENDENT FINANCIAL ADVICE & PLANNING for small businesses, professionals, directors and private clients.

• Pensions and retirement income planning.
• Investments and savings plans.
• Life assurance and income protection plans.
• Mortgages* and loans*.
• General insurance*.

A comprehensive financial planning or specific advisory service tailored to your short/ long term goals and objectives. Complete trust and confidentiality assured.

Fees or commission- the choice is yours. To contact us, see details below or return the enquiry form (click contact button above).

CONTACT DETAILS:

Tel: 0117 986 5635  Mobile 07770 365325  Fax: 0117 9869300  Car Mobile: 0779988 0210 email: enquiries@bluenoteifa.co.uk

Bluenote Independent Associates
Rhylea Cottage, 48 Albert Road
Keynsham, Bristol, BS31 1AD
John D. Hooper
Cert PFS, Cert CII(MP & ER), MIFP.
Independent Financial Adviser and Mortgage Consultant

The Financial Services Authority does not regulate finance, taxation and trust advice, school fees planning, retirement planning, unsecured lending, foreign currency mortgages, some aspects of commercial mortgages and some aspects of buy to let mortgages.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstance of the investor.

There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstance but we estimate that it will be £297.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. Think carefully before securing other debts against your home.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targets at customers in the UK.

We are entered on the FSA Register No 223134 at www.fsa.gov.uk/register 

Bluenote Independent Associates is a trading name of Source Financial Limited, Source House, 10 Middle Street,Taunton, Somerset, TA1 1SH which is authorised and regulated by the Financial Services Authority.

Registered in England No:4629810. Registered Address: 9 The Crescent, Taunton, Somerset, TA1 4EA