A&O Financial Services Limited
Mortgage Brokers
A&O Financial Services Limited
Copse Rd, Yeovil
# A&O Financial Services Limited
A&O Financial Services Limited is an independent financial advisory firm based in Yeovil, specialising in three core areas: mortgages, protection insurance, and general insurance. The firm serves individuals and businesses seeking impartial guidance on significant financial decisions, from first-time property buyers to experienced landlords and business owners.
The company distinguishes itself through its commitment to impartial advice delivered by qualified advisers. Rather than pushing proprietary products, A&O searches across a extensive panel of leading insurers—including Legal and General, Aviva, and Zurich—to match clients with solutions genuinely suited to their circumstances. This approach extends across all service areas.
For mortgages, the firm covers diverse needs including first-time buyer mortgages, remortgages, buy-to-let investments, and interest-only arrangements. They provide access to best-buy mortgage tables enabling clients to compare current market deals before receiving personalised quotes.
In protection, A&O advises on life assurance, critical illness cover, and income protection for individuals, plus specialist business protection including key person cover and partnership protection. Their insurance offering encompasses buildings and contents policies, landlord insurance, and permanent health insurance.
A client portal provides convenient case management, allowing clients to monitor application progress and refer new business. The personalised service model, combined with access to multiple providers and expert guidance on complex decisions, positions A&O as a comprehensive financial services partner for the South West.
A&O Financial Services Limited is an independent financial advisory firm based in Yeovil, specialising in three core areas: mortgages, protection insurance, and general insurance. The firm serves individuals and businesses seeking impartial guidance on significant financial decisions, from first-time property buyers to experienced landlords and business owners.
The company distinguishes itself through its commitment to impartial advice delivered by qualified advisers. Rather than pushing proprietary products, A&O searches across a extensive panel of leading insurers—including Legal and General, Aviva, and Zurich—to match clients with solutions genuinely suited to their circumstances. This approach extends across all service areas.
For mortgages, the firm covers diverse needs including first-time buyer mortgages, remortgages, buy-to-let investments, and interest-only arrangements. They provide access to best-buy mortgage tables enabling clients to compare current market deals before receiving personalised quotes.
In protection, A&O advises on life assurance, critical illness cover, and income protection for individuals, plus specialist business protection including key person cover and partnership protection. Their insurance offering encompasses buildings and contents policies, landlord insurance, and permanent health insurance.
A client portal provides convenient case management, allowing clients to monitor application progress and refer new business. The personalised service model, combined with access to multiple providers and expert guidance on complex decisions, positions A&O as a comprehensive financial services partner for the South West.
Services offered
First-time buyer mortgagesRemortgage adviceBuy-to-let mortgagesLife assuranceCritical illness coverIncome protectionBuildings insuranceContents insurance