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Contact Us

On this page you will find information on how to contact us by a range of methods.

Name Position Telephone Email
Liam Ring DipPFS Director & Financial Adviser DD: 01761 880014 liam.ringwaterhousefa.co.uk
James Docherty DipFA Director & Financial Adviser DD: 01761 880013 james.dochertywaterhousefa.co.uk
Elizabeth Dennis DipPFS Director & Financial Adviser DD: 01761 880015 elizabeth.denniswaterhousefa.co.uk
Sam Knight DipPFS Director & Financial Adviser DD: 01761 880016 sam.knightwaterhousefa.co.uk
Lawrence Docherty DipFA Director & Financial Adviser DD: 01761 880017 lawrence.dochertywaterhousefa.co.uk
David Dury Mortgage and Protection Adviser DD: 01761 880018 david.durywaterhousefa.co.uk
Jacky Wolfe Office Manager DD: 01761 880019 jacky.wolfewaterhousefa.co.uk
Donna Huntley Finance Administrator DD: 01761 880021 donna.huntleywaterhousefa.co.uk
Mia Crawford Finance Administrator DD: 01761 880020 mia.crawfordwaterhousefa.co.uk

Contact Us

Tel. 01761 415010
Email. infowaterhousefa.co.uk

Principal Address

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR

Registered Office

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR
Waterhouse Financial Advisers Ltd is a Limited Company registered in England & Wales no. 09469734.

Waterhouse Financial Advisers Ltd is able to advise in the following areas.

  • Mortgage Advice
  • Life Insurance/Protection
  • Investment Advice
  • Pensions and Retirement Planning
  • General Insurance
  • Equity Release
  • Corporate Financial Advice
  • Estate Planning

If you are unhappy with our service

 If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

 Customer Complaints Manager
Quilter
SUNDERLAND
SR43 4JP

Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website:

http://www.quilterfinancialplanning.co.uk/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

Pension Enquiry Form

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Thank you for your enquiry, someone will contact you shortly.

Title

Forename(s)

Surname

Telephone

Mobile

Email Address

Best Time to Call

Your Address

House Name / No.

Street

Town

County

Postcode

Planning and Retirement

Proposed Contribution Amount

Contribution Frequency

Contribution to Age (Years)

Retirement Age (if different)

Employment

Status

Annual Salary

Existing Pension

Do you currently have any pension provision

If yes how much do you contribute (/month)

Are you a member of your Employers pension scheme

What is your attitude to risk

Submit Your Information

How did you hear about us

Your Privacy

We take your privacy seriously. Personal data submitted to Waterhouse Financial Advisers Ltd with this form will be treated in accordance with the Data Protection Act 2018. A copy of the Waterhouse Financial Advisers Ltd Privacy Notice can be downloaded here. By submitting this enquiry form you expressly consent to be contacted in relation to your enquiry, without prior notice or arrangement, using the contact details provided on the form.

Keeping in touch

Occasionally, we'd like to contact you with updates about our products and services. Please indicate by which methods we should do this:

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Amending your preferences

You can amend or revoke your consent preferences at any time by emailing info@waterhousefa.co.uk. Don't worry, we'll email this information to you for your records.

The value of your investment can go down as well as up and is not guaranteed, investors may not get back the amount invested.