Introducing Schaefer

Background to Schaefer  

Schaefer Financial Management Ltd is a firm of Independent Financial Advisers, dealing with all aspects of financial planning. We provide the highest quality financial planning advice to a wide range of business owners, entrepreneurs, professionals and private clients. We are a small company so able to provide a personal touch.

We have been established for 25 years and are based in Bridgwater, Somerset.  Our offices are next to junction 24 on the M5, therefore we are ideally placed to visit clients all over the South West.

Helping clients achieve their financial goals and objectives is at the heart of our business. Our objective is to develop and maintain personal financial planning strategies which enable our clients to meet their life goals as far as possible within the bounds of available resources. Often we can help to increase those resources through reduction of costs and taxation, or by a considered reorganisation of existing affairs. 

As well as advising on financial protection, investment, retirement and estate planning we also offer a unique personal service through our Wealth Management Service, where we monitor financial markets and use this information to manage clients' funds on an on-going and long-term basis.

The business is based upon personal service and long-term relationships; demonstrated by the fact that we still deal with clients 15-20 years later, and now look after their children and grandchildren.

We are happy to meet clients wherever is convenient for them, whether at their office or home. Where clients have existing relationships with their Accountants and Solicitors we are happy to work with them to develop our financial planning solutions. We welcome this close interaction of all parties as it means that the end result is clear and the delivery is efficient.