Taunton Office
Our experienced financial planners in Taunton have been providing expert financial advice for many years.
Financial planning services in Taunton
At Finli, our financial planners in Taunton are here to help you take control of your financial future with expert guidance and a personalised approach. Whether you’re managing today’s uncertainties or planning for tomorrow’s goals, we’re with you every step of the way.
Our financial services in Taunton include:
- Financial Planning: Bring all aspects of your financial life together with a personalised, holistic plan.
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Prepare for a secure retirement with expert pension advice and planning strategies.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection solutions.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
Our Taunton team is dedicated to helping you achieve your financial goals with confidence.
Our financial planners in Taunton
Mark Cooper Financial Planner
With 40+ years as a financial adviser, the last 15 focusing on life-centred financial planning, Mark delivers complexity simply, in easy to understand solutions that wrap your money around you, rather than you around your money. He works closely with clients on a personal level, believing that ‘heart on sleeves’ conversations lead to the best outcomes.
Approaching the twilight of his career, Mark now mentors junior financial planners in addition to his client work – a massive privilege.
Unconventional in life and business. Mark may have a ponytail or be freshly shorn – he regularly grows and harvests hair to donate to children who have lost theirs. Outside of work you will find him on the tennis court or enjoying his motorcycles.
Simon BranniganFinancial Planner
Having begun his career working in both banking and insurance, Simon made the decision early on to become an independent financial planner.
He wanted to provide his clients with a more comprehensive approach to their finances, looking at all the different pieces and helping them visualise them as a whole.
With more than 40 years of experience, it’s this way of working that has defined his approach to financial planning.
Simon is extremely proud to be SOLLA (Society of Later Life Advisers) accredited. This accreditation is evidence of his skills and experience of working with older clients and understanding the needs of them, their families and their carers.
In his free time he enjoys spending time with his wife and 2 children. Outside of his family, his main hobby is breeding Koi.