About

Financial decisions shape the life you live. Yet, too often, people are left feeling unsure, overwhelmed or uncertain they’re making the right choices.

We believe good financial advice should feel clear, personal and grounded in what truly matters to you. That starts with listening – taking the time to understand your goals and the wider context of your life before any recommendations are made.

We support clients across all stages of life, from buying a first home or moving house, through to longer-term financial planning, protection, retirement and efficiently passing on wealth.

Our independent financial advice is delivered by experienced professionals who work collaboratively behind the scenes, ensuring each recommendation is well-considered and in your best interests, while keeping your experience straightforward and personal.

We focus on building long-term relationships rather than quick solutions. Our ongoing advice service means BeAdvised remains by your side over time – supporting you through life’s ups and downs and helping you make confident, well-informed decisions as circumstances change.

Established in 2017, the team at BeAdvised has many years’ experience providing practical financial planning advice to people, families and businesses in Swindon and the surrounding area.

We provide advice across a wide range of services including investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

At BeAdvised, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.