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The Best Financial Advisors In Bristol
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Let us find the Best Financial Advisor for your Needs and Situation.
Frazer James Financial Advisers
We’re not your typical financial advisor. We are the Independent Financial Adviser of the Year for the South West. We help senior professionals and business owners achieve financial security. Through long-term relationships, we ensure our clients stay on track to meet their financial goals.
We believe that financial advice is more than just about setting up a pension or investing your money to help it grow. We believe that financial advice, delivered properly, helps clients to discover and live their best life. It’s about working out what you want from life and then creating a plan to help you achieve it. As independent financial advisers, we maintain a fiduciary standard to our clients. We act in our clients best interests, placing them at the centre of everything we do.
We remove obstacles, instead of putting them in the way. There are no hurdles to jump over, no needless forms to fill in. We exist to make your life simpler. We’re in the business of helping people, pensions and investments just happen to be the tools we use. We understand that you’re busy so we’ll do everything we can to work around you and your availability. Prefer an evening appointment or video call? No problem.
We communicate in plain English, and never use any jargon. That way, you know exactly what you’re getting. No more confusion. No more nasty surprises in the small print. Clients want to know that their financial advisor will be there for them as they go through life. We’re a long way from retirement and we’re not going anywhere! We’ll be here for you every step of the way.
Services
Office
Frazer James, Square Works, 17 – 18 Berkeley Square, Bristol, BS8 1HB
Churchill Wealth Management Ltd
Churchill Wealth Management in Bristol provides independent financial advice from Chartered Wealth Managers. We offer a wide range of financial services including investment management, pension advice, inheritance tax planning and ISAs to clients from all over the UK.
Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial adviser (IFA) at all times. Giving you the bespoke service you deserve, tailored to your unique requirements, by somebody who really understands you.
We are expert independent financial advisers (IFAs) and all of our advisers hold Chartered status with either the Chartered Insurance Institute or the Chartered Institute for Securities and investments. Our financial advisors are therefore qualified to an extremely high standard and have shown a commitment to providing excellent financial planning.
We pride ourselves on the personal relationships we have with our clients and look to develop long-term, sustainable relationships. Our business is built on the strength of our client relationships and we often we provide services to multiple generations of the same family.
We do not charge for initial no obligation meetings and are happy to meet with potential clients at our office in Clifton, Bristol or at their homes. If you would like to find out more about financial advice please contact us to speak with one of our financial advisors at your convenience.
Services
Office
13 Alma Vale Rd, Clifton, Bristol BS8 2HL, United Kingdom
Put simply, cashflow planning is calculating how much money you’re earning against how much you’re spending, with the surplus going towards your investments. The rate of inflation needs to be factored into this calculation, as does your targeted rate of return, as well as the level of risk you are prepared to take.
Creating a financial plan now that allows you live the life you’ve always dreamed of later, is our main reason for existence. You may dream of retiring early, or indulging in regular life experiences around the globe, the moment you stop working.
Whatever your goals, you’ll need a rigorous financial plan that’s specifically tailored to your income, your attitude to risk and your outgoings. We offer a precision planning approach, meaning we’ll explore every facet of your existing strategy before deciding on the best way forward, to help you achieve the retirement you deserve.
How much are you prepared – or can you afford – to lose? Investments can go up and down in the short-term, which is why we build portfolios that deliver steady returns over the long-term, in line with your attitude to risk. In some cases, the security of an annuity may be the right option for you.
We calculate the impact a run of poor investment returns can have on your portfolio, which is known as ‘sequencing risk’. If the pension is your main, or only, asset, and your need for income is high, then this can also impact the recommendation we would make to you.
Our job is to help you avoid, or minimise, these four investment pitfalls:
Office
1 Redcliff St, Redcliffe, Bristol BS1 6NP, United Kingdom
Elite Financial Consulting Ltd
Bristol Independent Financial Advisers (IFA’s) and Mortgage Advisors Elite Financial Consulting Ltd, provide personal and commercial independent financial advice on all aspects of your financial planning.
We are honoured to have been awarded as one of the Countries Top 25 Financial Planning Companies in 2016 and again in 2018. While going on to win further awards including Mortgage Advisers of the year 2019 This is a great achievement and is recognition of our commitment to client service, satisfaction and quality of advice.
As a company our Team of experienced Independent Financial Advisers and mortgage brokers, act to provide entirely impartial advice on a variety of financial Services and Products including Mortgages, Savings, Investments, Insurance, and Pensions. We are experts in dealing with first time buyers, home movers and clients trying to raise additional money to clear debts or improve the home. We are also named as Vouched for Top rated advisers and have featured in the Times Newspaper because of this.
Since founding the company Elite Financial Consulting has continued to flourish, with its initial success and sustained development arising primarily from client referral and recommendation. As a consequence, our Independent Financial Advisers and mortgage brokers have had the privilege of representing many of its personal and commercial clients over a long term basis. As a business we are extremely proud of this achievement and in particular, of our reputation as a trustworthy and professional company regionally within Bristol and beyond.
If you require assistance or are looking for general independent guidance with any aspect of your personal or commercial financial planning, then please contact one of our Independent Financial Advisers (IFAs) today. We look forward to being of service.
Services
Office
Park Edge 359a Church Rd Bristol BS5 8AQ
At Domus we have built a reputation as a source of experienced and trusted financial advice, guiding our clients through their financial planning decisions to help them reach their short and long term financial objectives. We understand how challenging and confusing it can be to make the right decisions about your mortgage, pensions, investments and business.
As your financial adviser we use our expertise, experience and resources to provide you with the information and advice needed for you to confidently make informed financial decisions and ensure that you and your family are in the best possible financial position possible.
We are happy to answer any questions you may have or discuss any particualr financial issues you may be trying to deal with over the phone or through an initial consultation so please don’t hestiate to get in touch today.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.
We will always do our best to be helpful, clear, easy to deal with, courteous and prompt. We will get to know you and your aims, and before any recommendations are made your financial adviser will carry out a thorough Factfind to ensure that any advice provided and solutions proposed are tailored to your needs and goals.
Services
Office
Trym Lodge 1 Henbury Road Westbury-on-Trym Bristol BS9 3HQ
Bespoke PC – Financial Advisers, Pension Advisers, Financial Planners
Our holistic approach to Wealth Management brings together specialists to provide you with the advice you need. We became a Partner Practice of St. James’s Place because we share the same values , and they have a strong heritage.
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.
Office
KNIGHTWOOD COURT, Mead Rd, Stoke Gifford, Bristol BS34 8PS, United Kingdom
Contact: Bespoke PC – Financial Advisers, Pension Advisers, Financial Planners
Established in 1999, Moneo holds the prestigious Chartered Financial Planners status, the gold standard qualification in financial services.
Based in Bristol and Hertfordshire we specialise in helping people to identify the lifestyle they want and what it will cost. We then help them plan their financial lives so they achieve their goals.
We help them to plan and implement a bespoke financial plan that gives them peace of mind and security now and for the years ahead. We’re always on hand to provide tailored advice.
That’s what Moneo means – it’s derived from Latin, meaning to advise and teach. We’re here to share our wisdom and we always tell our clients the candid truth to help them make well-informed financial decisions. Integrity and honesty are our guiding principles and our focus is always on our clients. We always put their needs ahead of everything.
At Moneo our goal is to positively impact your life. The financial planning process starts with us working together to understand your full financial position, your life goals and aspirations.
This could be planning an early retirement, buying a holiday home or supporting your children financially. We’ll build a bespoke financial plan with the best strategy to meet these goals. We’ll help you to make informed financial decisions, backed up by rigorous academic research and common sense. We’ll also make sure you stay focussed on the financial plan we develop together.
Services
Office
KNIGHTWOOD COURT, Mead Rd, Stoke Gifford, Bristol BS34 8PS, United Kingdom
At Four Wealth Management we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact.
Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Four Wealth Management for advice at all stages of their life and financial journey.
You can book a no-obligation meeting with one of our Financial Advisers at your home address or at one of our offices in Bristol, Cirencester or London. Four Wealth Management specialise in offering expert financial advice and wealth management to individuals, businesses and trustees.
Our financial advisers are accredited beyond industry standards, ensuring you receive the highest degree of expertise and financial advice. No matter how complex your requirements are, our wealth management services and advice are tailored to you and underpinned by the St. James’s Place Guarantee.
Services
Office
Waterloo Street, Clifton, Bristol, BS8 4BT
Bristol & West Financial Adviser
Bristol & West FS provides Financial Advice to both individuals and businesses on a commission, hourly rate or fee basis. As experienced financial advisors we are a trusted source of reliable, uncomplicated pension and financial advice in Bristol.
Your trust and confidence is absolutely fundamental to what we do. As trusted personal financial advisors we are able to provide you with unrivalled quality investment, mortgage and pension planning advice at each point in planning process. The experience we have gained helping hundreds of others through the same financial planning issues is something you can have trust in.
Bristol & West are one of the leading and most respected financial advisers operating within Bristol and the surrounding areas. We provide expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next. Our consultants meet personally with clients to assess their economic situation in order to present a financial plan that includes both short- and long-term business goals.
Our highly skilled and experienced team finds effective ways to meet all your financial needs from pensions and mortgage to protection and investments. Working together we create a secure commercial future for you and your family or your business.
Services
Office
Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ, United Kingdom
Find Financial Advisors Bristol
Find Financial Advisors was created from our recognition for the importance of financial advice. We recognise that quality financial planning can have a great impact on your financial future.
Let us take the hard work out of the search and get you in touch with a regulated, professional and dedicated adviser who will endeavour to support your financial needs.
Contact us now and have a non-obligatory conversation with a financial planning, securing a better financial position for future you.
Business protection – an insurance contract that helps protect businesses from the financial effects of key people being diagnosed with critical illness or death in service.
Business protection is available for partnerships (limited liability partnerships also), shareholders, key employees and sole traders. Arrangements will vary depending on the type of business and its specific requirements.
Good financial planning means having professional support and taking advantage of the tax allowances available. So why pay more tax than necessary? The financial planners we source for you will work within the confines of the law to ensure that you make the most from minimising your tax liability. Why pay the tax man rather than your family? Inheritance tax planning is focused around ensuring you can keep your well earned money and assets within the family.
Services
Office
57 Jacob St, Bristol BS2 0HS, United Kingdom
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BEST FINANCIAL ADVISORS for your needs