Financial Services  

We work closely with a number of independent financial advisers to ensure that our clients have access to financial planning advice that meets the same high standards as our tax and business advice. 
Early in 2006 we established a joint venture, A C Mole Financial Services, with an independent firm of financial planners to provide an alternative for those seeking financial advice or looking to change adviser. In January 2013 the business became part of Stafford House Investments Ltd (SHI) in a new joint venture agreement. 
A C Mole Financial Services operates out of our Taunton office as a division of SHI and our connections with the directors and staff of SHI go back over twenty years. SHI is a subsidiary of the West Country investment management firm Rowan Dartington & Co. Ltd (RD) and is an appointed representative of RD which is authorised and regulated by the Financial Conduct Authority.
A C Mole & Sons is regulated for a range of investment activities by the Institute of Chartered Accountants in England and Wales. We are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the ICAEW. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Keep in Touch

Taunton Office
Stafford House
Blackbrook Park Avenue
Taunton Somerset
Telephone: 01823 624450

Log on toirisopenspace-(1).png

Proactive Archive

Click here to open our latest issue of Proactive or click here to visit the Proactive Archive

Quick Links

About Us
Contact Us
Media Centre
Privacy Notice
AC Mole & Sons