Real Wealth Partners provides personal financial planning from our Taunton office to individuals, families, medical professionals, entrepreneurs, business owners and landowners throughout Somerset, Devon and the wider South West.
The region has a distinctive economic and personal landscape. It includes growing businesses, professional practices, farming and rural estates, established family wealth and people choosing the South West as the place in which they want to build their lives or enjoy retirement. These circumstances often create financial decisions that cross several generations and involve a combination of family, business, property, land, pensions and investments.
Our Taunton financial advisers help clients bring these elements together into a clear, coordinated plan.
Taunton office contact information
Address: Real Wealth Partners – Taunton Office
Bonville House, Blackbrook Business Centre, Taunton, Somerset, TA1 2PF.
Opening hours:
Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Saturday
Closed
Sunday
Closed
Understanding what your wealth is for
The starting point for good financial planning is not a product. It is understanding what you want your money to make possible. You may want to retire with confidence, gradually step back from a business, help children or grandchildren, protect a family estate or simply gain a clearer understanding of your financial future.
Our role is to help you define those priorities and work out how your available resources can support them. Rather than addressing pensions, investments, tax, protection and estate planning separately, we consider how the decisions connect
A local financial planning team for Somerset and Devon
Taunton is a natural centre for clients across Somerset and provides convenient access from Wellington, Bridgwater, Yeovil, Minehead and surrounding communities. The office also supports clients across the county border into Devon, including Tiverton and Exeter, as well as families who divide their time between the South West and other parts of the UK.
The regional economy is shaped by owner-managed businesses, professional practices, healthcare, agriculture, land and property. In many cases, personal wealth is tied closely to a company, rural enterprise or family estate. This can make retirement, succession and inheritance decisions more complex than they first appear.
Our Taunton team combines local, face-to-face relationships with the resources and technology of a modern financial planning business. This allows clients to meet in person while retaining secure digital access and the flexibility of online meetings when convenient.
Financial planning for families
Family wealth rarely involves one person or one objective. Parents may be balancing retirement with support for adult children. Grandparents may wish to pass on wealth during their lifetime. Families may hold property, investments or business interests that need to be considered across different generations.
Our Taunton team helps families create plans that balance enjoying wealth today with protecting financial security for the future. Michelle Epstein specialises in holistic financial planning and has built a strong reputation for helping families align their wealth with their personal goals.
Financial planning for business owners and entrepreneurs
Somerset and Devon are home to a diverse community of owner-managed businesses, professional firms and entrepreneurs. For a business owner, personal financial security and company performance are often closely linked. Much of their wealth may be held within the business, while their income, pension planning and future retirement depend on its continued success.
We help business owners consider profit extraction, pension funding, building personal wealth outside the company, protection, succession, sale preparation and the long-term investment of capital proceeds. Early planning can create more choices and help ensure that a business exit supports the owner’s wider life rather than becoming an isolated transaction.
Financial planning for landowners and rural families
Rural wealth can involve a complex mix of land, property, farming or trading businesses, inherited assets and family responsibilities. Landowners and rural families may need to reconsider established succession and estate-planning arrangements as the tax and regulatory environment changes.
Richard Stock has particular experience supporting landowners and rural clients where business structures, ownership, taxation and family succession intersect. We help clients explore how land and business assets may pass between generations, how the older generation can preserve financial security, how non-successor family members can be treated fairly and how pensions and investments can complement land-based wealth.
Financial planning for medical professionals
Medical professionals can face a combination of demanding careers and technically complicated financial arrangements. NHS pension benefits, private practice earnings, changing tax allowances, protection and retirement choices can all affect one another.
Richard Stock and Michelle Epstein both have experience supporting medical professionals. Our planning process helps doctors, consultants and other healthcare professionals understand their position and make informed decisions about their careers, pensions and long-term financial independence.
Meet our Taunton financial advisers
Richard Stock
Financial Planner based in Taunton
Richard advises entrepreneurs, business owners, medical professionals, landowners and rural clients. He has particular experience in complex planning situations where business structures, land ownership, personal wealth, tax and succession are closely connected.
Michelle Epstein
Financial Planner based in Taunton
Michelle works with entrepreneurs, business owners, medical professionals and families seeking long-term financial security. She specialises in holistic financial planning, helping clients connect their financial resources with their family priorities and personal ambitions.
John White
Managing Director and Financial Planner
John works with individuals, families, professionals and business owners seeking greater clarity and confidence in their financial future. His approach focuses on understanding what matters most to each client and bringing pensions, investments, protection, tax planning and long-term cashflow together within one clear, cohesive plan. As Managing Director, John also plays a key role in developing Real Wealth’s financial planning standards, ensuring clients receive considered, personalised advice underpinned by strong governance and modern technology.
Our financial planning services in Taunton
Working with your accountant or solicitor
Many of the decisions faced by business owners, landowners and families require several professional disciplines. We regularly work alongside accountants, solicitors and other professional advisers. Our role is to help establish the client’s objectives, test the long-term financial implications and ensure that different recommendations contribute to a coordinated plan.
Frequently asked questions
Do you only advise clients in Taunton?
No. We support clients throughout Somerset, Devon and the wider South West.
Do you advise farmers and landowners?
We advise landowners and rural families where personal wealth, land, business interests and succession planning need to be considered together.
Do you provide financial advice for professionals in Manchester?
Yes. We advise professionals across Manchester, Cheshire and the wider North West, including senior executives, partners and individuals working in legal, accountancy, consultancy, medical and technology roles. We can help with pensions, investments, bonuses, partnership income, share-based remuneration, tax planning, protection and achieving long-term financial independence.
Can you work with my accountant or solicitor?
Yes. We regularly work alongside accountants, solicitors and other professional advisers.
Can meetings be held online?
Yes. Clients can meet us face to face in Taunton or use secure online meetings when that is more convenient.
Are you independent financial advisers in Taunton?
Yes. Real Wealth Partners is an independent financial planning and independent financial advice (IFA) firm in Taunton. As independent financial advisers, we are not tied to any bank, insurer or investment provider. Instead, we research solutions from across the market and recommend those we believe are most appropriate for your circumstances, objectives and long-term financial goals. Our advice is always tailored to you, giving you confidence that your financial plan is built around your life rather than a particular product or provider.
What’s the difference between financial planning and wealth management?
Financial planning is about helping you make confident financial decisions throughout your life. It brings together your pensions, investments, tax planning, retirement planning, protection and estate planning into one long-term strategy designed around the future you want to create.
Wealth management is often used to describe the ongoing management of investments and wealth. At Real Wealth, our Taunton financial planners combine independent financial planning with ongoing wealth management, ensuring your investment strategy supports your wider financial goals, family circumstances and future aspirations.
Talk to our Taunton financial planning team
Whether you are planning for retirement, managing family wealth, running a business or considering the future of a rural estate, our Taunton financial advisers can help you bring the different parts of your financial life together. Arrange an initial conversation with our Taunton team.
Arrange an initial conversation with our Taunton team:
