Bigmore Associates

Bigmore Associates Specialist financial services company with a Client First ethos.

Bigmore Associates has been providing specialist financial advice for clients since it was established in 1971. As financial advisors for over 50 years we have worked hard to put our clients first and guide them towards their lifetime financial goals. A truly long-term outlook has helped us view our client’s needs from a holistic perspective and provide considered, personalised advice. Having alre

ady passed through a different generation of ownership and management we have taken the best from the experience of our founders and blended it with the systems and technical developments of modern financial services. We have grown, developed and evolved from purely financial planning and mortgage advising to a full services firm consulting on employee benefits, payroll solutions, will writing and probate services. This has meant we can solve more of our clients concerns in house and cut down on time and expense for them. We put people first in all we do and know that doing the right thing will produce the right results for our clients.

With the upcoming changes to pensions forming part of your estate for Inheritance Tax purposes as of April 2027, we have...
20/01/2026

With the upcoming changes to pensions forming part of your estate for Inheritance Tax purposes as of April 2027, we have been working with our clients on the options they have to help mitigate IHT.

One of these options is a Whole of Life Policy.

Though these policies are more expensive than ones with a finite time for a payout, they can very well add value in the long run.

In our latest Insight, we look at what Whole of Life Policies are, how a pension might be able to help you cover the cost, and give an example of the financial figures around this option.

https://www.bigmoreassociates.com/whole-of-life-policy/

Note: This article is not intended to be an indication of advice. Each person's circumstances and needs are different. Therefore, it is important to seek personalised advice from a qualified financial adviser to discover what it best for you.

Having a whole of life policy can ensure your loved ones are financially looked after upon your death. Here's how.

Bigmore Wills and Probate is running a Christmas Giveaway fom a free Will or Mirror Wills.With a Will being the only way...
08/12/2025

Bigmore Wills and Probate is running a Christmas Giveaway fom a free Will or Mirror Wills.

With a Will being the only way you can legally set out your affairs, having one in place can help make an already difficult time for your loved ones a little bit easier.

To enter, visit their page to like the post, and fill out the contact form.

Enter our Christmas Draw to win a free Will or Mirror Wills from Bigmore Wills and Probate. (est value of Β£330 - Β£595)

A valid Will is the best way to make your wishes for your estate known. It tends to be something people put off, but it can ease a bit of the burden during a very difficult time for you loved ones.

To enter the draw for your chance to win a free Will or Mirror Wills, all you need to do is visit our page to like this post and fill out the entry form via the link below.

Entries close at 11:59pm on Christmas Eve and the winner will be notified the week of the 5th of January.

https://www.bigmoreassociates.com/ninja-forms/24m39b/

Bigmore Associates has a long standing history with Walton & Hersham FC. Our founders both played for the Swans and were...
08/11/2025

Bigmore Associates has a long standing history with Walton & Hersham FC. Our founders both played for the Swans and were members of the board.

We are proud to now be sponsors of the club and are looking forward to watching them continue to smash records and achieve their goals for promotion.

If you want to get in on the fun and be part of the electric atmosphere of their matches, come down to the Elmbridge Xcel Sports Hub today at 2pm to see that face-off against Weymouth.

Get your tickets via the link below:

https://waltonhershamfc.com/matchday/

Up the Swans!! 🦒

Did you know that the Swans have gone a full year unbeaten at home in the league?

As proud sponsors of Walton & Hersham FC we will be there today to cheer them on. And you can be too!

The next Walton & Hersham FC match is happening today at the Elmbridge Xcel Sports Hub. 2pm.

Get your tickets via the link below and come down to watch the team continue to play epic football.

https://waltonhershamfc.com/matchday/

A principle of financial planning that is important to remember is the fact that we are all dealing with a future we do ...
14/10/2025

A principle of financial planning that is important to remember is the fact that we are all dealing with a future we do not know.

This is why, when building a financial plan, we will look at a variety of potential outcomes. These outcomes might include things that you can do to protect yourself and your loved if the worst was to happen.

Life cover often factors into these plans.
And not just for older clients.

If you are wondering what life cover is, an idea of what it costs and why you might want to obtain it in your younger years, please read our latest Insight from the team at Bigmore Mortgages & Protections.

Cost, coverage and health are all things that factor into the answer for the questions why should you get life cover when you're young.

Win 4 free tickets to any 2025 - 2026 regular season home match at Walton & Hersham FC with Bigmore Wills and Probate!Cl...
01/09/2025

Win 4 free tickets to any 2025 - 2026 regular season home match at Walton & Hersham FC with Bigmore Wills and Probate!

Click the link in their post to enter the prize draw.

Entries will close at 23:59 on Wednesday 24th September with the winner being notified via email on Thursday 25th September.

* Eligible matches include all home games in the regular season. Playoffs are not included. You must notify Bigmore Wills & Probate of which match you want to attend at least 7 days ahead of the match date.

For a list of home matches visit the Walton & Hersham website.

Back to school time has arrived!

And with it comes the stress and struggle of early mornings, school run madness, homework and the family juggle.

To help bring a bit of fun into your weekend, and to celebrate our sponsorship of Walton & Hersham FC, Bigmore Wills & Probate is giving away 4 tickets to any regular season home match in the 25-26 season.

In the last few years The Swans have been taking on league promotion, building their brand, fans and legacy along the way. The team is inspiring, the vibe is electric, and the fan base is fully dedicated. It’s an afternoon of sheer fun and excitement. You won’t want to miss out.

To enter, all you need to do is fill out the form via the link below.

Entries will close at 23:59 on Wednesday 24th September with the winner being notified via email on Thursday 25th September.

https://www.bigmoreassociates.com/ninja-forms/23k5cq/

* Eligible matches include all home games in the regular season. Playoffs are not included. You must notify Bigmore Wills & Probate of which match you want to attend at least 7 days ahead of the match date.

For a list of home matches visit the Walton & Hersham website.

Bigmore Associates has been nominated in three categories for the 2025 Walton BID Business Awards.- Best Professional Se...
11/08/2025

Bigmore Associates has been nominated in three categories for the 2025 Walton BID Business Awards.

- Best Professional Services Business
- Best Independent Business
- Best Long-Standing Business

Having been a Walton based company for over 50 years we are proud to be included in these awards, which are organised by the Walton Business Improvement District.

We’d be so grateful if you could take a moment to vote for us – every click helps! πŸ’›

πŸ‘‰ https://lovewalton.co.uk/.../vote-for-your-favourite-bid.../

Thank you for all your support – past, present, and future.

Let’s bring this one home together! πŸ™Œ

If you're curious about what an Offset Mortgage is, check out the latest post from the team at Bigmore Mortgages & Prote...
06/08/2025

If you're curious about what an Offset Mortgage is, check out the latest post from the team at Bigmore Mortgages & Protections.

Then, if you want to know more about whether an Offset Mortgage is right for you, book a meeting with Chris or Cain via our website BigmoreAssociates.com.

Here's to a brilliant season for Walton & Hersham FC!Proud to have our team in your corner. Up The Swans!  🦒
10/07/2025

Here's to a brilliant season for Walton & Hersham FC!
Proud to have our team in your corner.

Up The Swans! 🦒

π—‘π—˜π—ͺ 𝗣𝗔π—₯π—§π—‘π—˜π—₯π—¦π—›π—œπ—£ 🀝

The Swans are delighted to announce a new partnership with Bigmore Financial Planning and Bigmore Wills & Probate for the 2025/26 season.

https://waltonhershamfc.com/2025/07/swans-partner-with-bigmore/

If you are an investor considering reviewing your strategy, should you consider buy-to-let properties?Our latest Insight...
22/04/2025

If you are an investor considering reviewing your strategy, should you consider buy-to-let properties?

Our latest Insight takes a look at why this might be an idea worth considering in today's financial landscape.

No investment is without risk. So before you take any action, it's best to speak with an independent financial advisor who will look at your specific circumstances and offer the best advice for you.

If you'd like to have an initial, no fee consultation call with a member of our team please do get in touch.

Is buy-to-let property the investors answer to Trump's Trade War? Adam Nettleship, CEO of Bigmore Associates, weights in on the subject.

Our colleagues at Bigmore Wills and Probate have put together a highly informative and easy to read guide on the process...
11/02/2025

Our colleagues at Bigmore Wills and Probate have put together a highly informative and easy to read guide on the process of probate and other practical aspects of death.

Probate is a process that over 50% of UK estate will be subject to so being educated on how, when and why it happens can help make a stressful time feel a little bit less overwhelming.

Why not give this guide a read and then reach out the the team at Bigmore Wills & Probate for further guidance on the process, or to help you make sure your estate is arranged in the best way for you and your loved ones.

Probate can be complicated and time consuming. This guide will teach you about what probate is and what you can do to prepare your estate.

How much money do I need to retire?If there was a list of the top ten questions our financial advisors are asked, this o...
29/01/2025

How much money do I need to retire?

If there was a list of the top ten questions our financial advisors are asked, this one would feature in the top three.

Though we know that people hope there is a simple and immediately available answer to this question, there isn’t. The amount needed will be different for everyone.

To help our clients find that magic number, we often start the process by reviewing the stages of retirement. Once you understand what these are and how each one relates to your spending, you can start to come up with how much money you will need once you retire.

To learn more about the stages of retirement check out our latest insight, How Much is Enough in Retirement?

Knowing how much is enough in retirement is unique to each person. To help you answer why, let's look at the stages of retirement.

To mark the New Year, the team at Bigmore Mortgages & Protections is running Fee Free January.If you make an appointment...
02/01/2025

To mark the New Year, the team at Bigmore Mortgages & Protections is running Fee Free January.

If you make an appointment during the month of January, and quote Fee Free January at the time of booking, you can take advantage of zero fees on any mortgage or protection product.

Get in touch today to book your appointment and benefit from their years of experience and knowledge with no fee!

Happy New Year to all our current and soon to be clients!

To mark the start of 2025, Bigmore Mortgages & Protections is celebrating Fee Free January.

For any appointment made during the month of January, and by mentioning Fee Free January at the time of booking, you will benefit from zero fees on any service offered by our team. Whether you need a mortgage or a protection product, there will be no charge on our services to find the best option for you.

Get in touch with our team and book your appointment today!

[email protected]
01932 253939

Address

Walton Bridge Road, KT12 1
Walton-on-Thames
KT121AF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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