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Independent Financial Advice Bristol

Independent Financial Advice in the Heart of Bristol

Come on in… We’re in the iconic, grade II listed generator building in Bristol. The Generator Building used to power the City’s tram system and now it’s powering pensions, investments and advice for the people of Bristol.

Walking distance to Temple Meads station (6 mins)

Waterfront Quarter location, close to Cabot Circus and St Nicholas Market

Café and superfast broadband

Book a right-fit call to speak to our award-winning team and learn more about our services and charges.

Book a right-fit call

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How financial advice could help you

What matters most to you? That’s one of the first things we’ll ask you when we meet. It’s how we help you get clear on the life you live and the life you’d love. We can help you:

Get ready for the retirement you’ve always wanted

Invest for your family’s future

Achieve your financial goals and key milestones

Align your investment strategy to your ethical beliefs

Want help achieving your financial goals? Speak to our right-fit team to learn how our financial advisers in Bristol could help you achieve your goals and how much it might cost.

Book a right-fit call

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Pension Advice Bristol

What does life after work look like for you? Retirement may be about stopping work, but it’s the start of all those deals you’ve ever made with yourself. We can:

Review your pension pots and suggest how to make them work harder, including pension consolidation

Help you create a financial plan before and during your retirement

Give specialist advice about Small Self-Administered Pension Schemes (SSAS)

Advise on the best way to draw your retirement income, including flexi-access drawdown and annuities

Help you to understand the tax implications around pensions and retirement income

Book a right-fit call

Financial Advice in 3 easy steps

1

Book a right-fit call

Book a coinvent time for a right-fit call by either, clicking "Book a right-fit call", completing a contact form or calling us on 01173 634700.

2

Right-fit call

An initial 30 minute call with our right-fit team who will talk you through our advice services, if advice is right for you, and our fee structure. You should feel confident at the end of the call that we can help - or add value - before incurring any costs.

3

Meeting your Bristol adviser

If we are a right fit for you, we'll arrange a more in-depth discovery meeting with one of our Bristol Financial Advisers. We won't provide you with advice at this stage, but we’ll ask some pretty big questions to fully understand your ‘why’, your objectives, your attitudes, your values and your priorities. We can then give you a clear understanding of how we might be able to help and you can decide if you'd like to go ahead. There is no charge or commitment for this meeting.

Testimonials

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office