As independent financial advisers, we've been providing financial guidance and wealth management services to individuals, families, businesses, and trusts since 1997. Having spent over 20 years advising our clients on their investment, pension, insurance, mortgage, tax planning and associated financial planning needs, we know how complicated, frustrating and time consuming it can be, even for those with relatively straightforward goals.
Our knowledge and experience add value over time, but our clients are happiest when we simplify their financial lives by putting in place straightforward, understandable, easily manageable financial plans to meet their needs. And that's why we do it.
Our knowledge and experience add value over time, but our clients are happiest when we simplify their financial lives by putting in place straightforward, understandable, easily manageable financial plans to meet their needs. And that's why we do it.
Services
Justin Bunker and Alex Riley met in 1995 whilst working together at a financial product provider in London. At the time, truly independent financial advice was not as common as the direct purchase of financial products, although the balance was changing. Justin and Alex agreed that offering trustworthy, unrestricted, reliable, unbiased financial advice with a focus on great client outcomes must be the aim.
Like a healthy diet, regular exercise and plenty of rest, you already know some of the things in life that are good for you. But knowing is easy and doing it is hard. It's human nature to put difficult things off, even when you know they are good for you and simply put, it's the reason why financial advisers exist.
We work best with those looking to appoint an adviser on a long-term basis, recognising the value that a close relationship and the building of trust can bring over time, and it is rare for us to complete single transactional pieces of work without the intention of working together again.
Our clients include successful professionals, corporate executives, business owners, entrepreneurs, trustees, and individuals or families with household wealth substantially higher than the national average.
Our clients include successful professionals, corporate executives, business owners, entrepreneurs, trustees, and individuals or families with household wealth substantially higher than the national average.
We offer fixed initial fees for planning services, independent of any requirement to arrange an investment. Should there be a subsequent need to invest, we offer a tiered, reducing scale percentage fee for their arrangement and provision of our ongoing service. Fees are capped for our largest investors.
This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. But to be clear. We're not providing personal advice here (you have to pay for that I'm afraid!) and any arrangements that you make having read these pages are entirely your own affair.
Reviews (5)
M. & A. Craft
Aug 11, 2019
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Alexandre Riley of Bunker Riley Financial Planning was recommended to us by a family friend, and has been advising us on our domestic finances for nearly ten years. We have found him helpful, efficient and thorough, and we feel that our financial affairs are in safe hands. A very able and well-informed specialist, he takes great care to understand our particular wishes and needs, and is always willing to explain the reasoning behind his financial advice. We feel very fortunate to have had the benefit of his services, and can recommend him without hesitation.
Asokamala Kaushal
Aug 01, 2019
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Alex Riley has been my financial advisor for over 20 years. He has always provided clear and sound advice on my investments. I have found him trustworthy and helpful at all times. He does not try to sell inappropriate services (as some other advisors do), but looks at what is right for the individual. I have recommended Alex to many friends/colleagues over the years. If you need financial advice do not hesitate to contact Bunker Riley.
Dick Smith
Jul 19, 2019
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Gavin Rota
Jul 12, 2019
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Alex Riley has advised three generations of my family and has been unfailingly sympathetic to our varying needs over time always providing clear, patient advice. He's helped us untangle complicated situations and offered impeccable one-to-one service as we negotiate everything from inheritance planning to retirement and beyond...
Simac Simac
Jun 27, 2019
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I have used the services of Mr. Alexandre Riley on many occasions and I can say that he conducts himself in a very professional manner with a fiduciary standard. He always looks for the most suitable investments, catering for my individual needs. Over the years I have used his services and he has helped me set and achieve financial goals within my budget. I can only but highly recommend him and his company.
