Find financial planners in Bristol

Your financial journey is one of life's most important. It makes all other destinations possible. We believe no-one should set off on such a major expedition without an experienced and enthusiastic guide. Ask any explorer and they'll tell you the most important stage is planning. That's why we take time to sit down with you and find out about your aspirations

Consilium Asset Management provide independent, impartial financial advice to business owners and senior executives in the Bristol area. We specialise in retirement, investments and tax planning, helping you to achieve your life goals and ambitions. Our aim is to help you develop and protect your wealth using our proven lifestyle financial planning

HENRI JAMES Wealth offers you bespoke independent financial advice tailored to your individual needs. Our aim is to build rewarding and lasting relationships with our clients which pass down through generations. Whether you are planning for your retirement, funding your children's education, wish to enjoy life's luxuries, or you are a business owner

At Operii financial Planning our passion is to develop understanding and clarity about our clients' values, aspirations and what is important to them whether this is material, non material or both. We are financial architects using our knowledge, skill and experience to create client centred wealth planning solutions. Being a fee-only, fully independent

Money Honey wants to help you make it through the life's obstacles, invest time to improve your financial future and help you grow your wealth and security- we will be there with you through life's ups and downs, the good bits and the bad until you reach the Money- Honey! Your financial life will tend to be a constant balance between what you earn

As a long-established and successful firm of financial planners with proven expertise, we are here to help you plan your future and maximise your financial potential. We define Financial Planning as an ongoing process that enables you to make considered decisions about your money, which in turn can help you shape and build your future in the way that

YOU are the focus of our financial planning relationship and YOUR needs drive our recommendations. We believe it is your goals in life that should provide the basis of your financial plan. We will therefore look to identify your goals and objectives then evaluate your existing situation. This will allow us to assess whether you are on course to meet

Sign up to receive email insights and receive our PDF brochure with a message from our Lead Navigator Andrew and insights into why purpose driven investment holds the key to your financial future. GL Integrity is interested in purpose driven investments, not just money for it's own sake. Use our GL Passport to define your desired lifestyle, your values

Amy joined Star House in 2010 following her graduation from the University of Bristol and is now a Chartered Financial Planner and a Director of the company. Amy works alongside Damian to keep Star House running smoothly, with the bulk of her time being spent advising both new and existing clients on all matters relating to retirement planning, tax

Lampiers Financial Planning Ltd is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and mortgages. There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable

Please feel free to browse our pages and learn about the services we provide to clients nationally. If you need any assistance, you can contact us by phone, email, in writing or by instant message here. I am currently relocating from London to Bristol and wanted to use an adviser in Bristol. Our first contact was over the phone and you talked me through

For over 30 Years Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm. In 2010 she moved to Worcestershire where she works with clients with every day personal needs and in business and other professionals. Jan believes that business is client-centred and, for

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. We help our clients by providing Personal Financial Planning advice. Principal: John Bernas ACSI, DipPFS. In 1985 John Bernas was one of the first members (a 'Founder Member') of the

The first part of the financial planning journey is the 'discovery' meeting where we get to know each other and discuss what you would like to happen with your financial future. To get a clear picture of where you are now, we collect information from you about what plans you already hold, such as Savings, Investments, NISAs, Pensions, Protection and