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Somerset-based firm of Independent Financial Advisers who have built a strong, local reputation by providing solid and impartial financial advice. We offer a personal and focused service.

Wealth Is More Than Money

You can be certain you’ll always receive an outstanding level of personal service with our friendly and professional team

<h2>Our friendly team is here to help</h2>

Mayfayre Services

Mayfayre Financial Services Ltd

Meet the team behind Mayfayre Financial Services Ltd

Our Team - Mayfayre Financial Services Ltd

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I’m celebrating nearly 30 years of advising clients in the South &amp; South West. My philosophy always has been and still is, “to give clients the right information to allow them to make an informed decision” and steer them in the right direction “what I would do if I were you”
I completed my Financial Services apprenticeship with Lloyds Bank in 1991 working from the Taunton, Bridgwater, Williton and Wiveliscombe Branches and furthering my experience in one of the region’s largest Building Societies, Birmingham &amp; Midshires, in the Bridgwater, Minehead and Tiverton branches. Working for a national company is all well and good but I could see the way forward was offering local Independent Advice which is directly aimed at the client rather than restricted advice benefiting the advising company and the client.
I set up Mayfayre Financial Services in 2004 with the ethos of offering good honest impartial independent financial advice in a friendly personable fashion, always making the client the priority.
The practice has developed and grown over time with a Town Centre office, Nikki, hardworking administrator and researcher and Simon, a financial adviser.
We are always pleased to welcome clients, new and old, to the office for a chat and a coffee or if you are new to Mayfayre and have a question or situation you need help with, pop in and we’ll try to answer it for you.
I can be contacted on 07860 913646 peter@mayfayre.com

Senior Financial Adviser & Practice Owner

Peter May - Mayfayre Financial Services Ltd

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I graduated from Bournemouth University with a Bachelor of Arts Degree in Financial Services in 2000 and have gained a range of experience including firms such as Reuters, St James’s Place Wealth Management and Succession Group. I decided it was time to give truly independent financial advice to best serve the needs of my clients and joined Mayfayre at the end of 2018.
A Taunton man born and bred, I live walking distance from the town with my partner and two young sons. In my ever decreasing spare time away from work I enjoy cycling and play golf at Burnham &amp; Berrow. There&#8217;s no magic formula to “real” financial planning. I listen to what you want to achieve. I ask searching questions to examine whether your aspirations are attainable. Then I help you understand where are you now and where you can realistically expect to end up.
Whilst financial analysis and management can be complex (it&#8217;s the bit you pay us for), the communication of your plan should not be. I take great pride in going through the process so you are comfortable with every step and happy that the recommendation is the most suitable for your needs &amp; goals.
<h3>INDEPENDENT Vs. RESTRICTED</h3>
Recent changes in the industry have led to a lot of independent firms moving to a ‘Restricted Model’. I feel real value for clients can only be maintained where there is no integration with product providers… it is that simple. 
As independent advisers, we are able to look at the market as a whole and assess which options will be best for you. Unlike restricted firms who only offer a their own products or apply limiting aspects to the advice process; we can examine the whole market and see which areas best suit your portfolio and planning needs. This is often echoed in the national press in articles aiming to explain the difference and best route to go down:
“The Golden Rule: If you&#8217;re using an adviser, always, always, always ensure it is an Independent Financial Adviser (IFA).” &#8211; Martin Lewis, money saving expert
“We do not have a label of “whole of market restricted”. We have INDEPENDENT or we have RESTRICTED,” &#8211; FCA technical specialist Rory Percival
I can be contacted on 07882 231690 simonh@mayfayre.com

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Financial Adviser

Simon Heap - Mayfayre Financial Services Ltd

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I graduated from Cardiff University with a Bachelor of Arts Degree in Business Finance in 2001. I then spent 10 years working in Corporate Banking for Barclays Bank as a Commercial Underwriter and subsequently as a Training &amp; Development Manager.
Having lived in Cardiff for 15 years, I left the city and moved to a village just outside of Taunton in 2014 with my husband and young daughter to enjoy the benefits of a more rural lifestyle.
I joined Mayfayre in February 2016 and have enjoyed bringing my background and experience in banking to the world of financial services and providing Peter and Simon with support in the office.

Administrator

Nikki Davies - Mayfayre Financial Services Ltd

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Our Team

Our friendly team is here to help

Peter May

Simon Heap

Nikki Davies

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