Different levels of Service are available ranging from a simple one off transaction to a full advisory service with regular reviews. We specialise in Private Client Work and Small Business and whererelevant will refer you to a specialist in such fields as Legal or Trust work, Taxation Advice or Pension Transfer Advice. Please feel free to browse around the links and pages to the particular areas that interest you! Telephone if you have any queries at all!
Invest Southwest Bristol is your dedicated team serving the Bristol, South Gloucestershire and surrounding areas. We offer truly independent and professional advice to both people and businesses.Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs.
It's good advice, but the truth is that you also need to be working around it too, thinking about the what-ifs that can happen to a business, and planning for its future. An increasing number ofpeople are happy to make their own investment decisions without the need for financial advice. Typically this type of investor requires access to an online trading facility where they can buy, sell and monitor their investments with investment costs kept to a minimum.
Bristol Independent Financial Advisers (IFA's) Elite Financial Consulting Ltd, provide personal and commercial independent financial advice on all aspects of your financial planning. As a company, ourIndependent Financial Advisers (IFAs) fully understand that as we progress through life our individual financial priorities will inevitably change, moreover we also recognise that irrespective of economic circumstance, we each have divergent personal and commercial financial requirements.
Who is Glamis IFA? We provide tailored Independent Financial Advice and specialise in Savings, Investments, Pensions, Retirement Planning, Mortgages and Protection. We have been serving our clientsfor over 30 years and are proud of our record. In financial planning, Why, When & What are the key questions to ask in order to construct a financial plan to suit your individual circumstances. Why? - The reason and purpose of the investment.
We have many years of experience in dealing with our clients needs and believe we offer an excellent level of service to our clients. Our offices are in Bradley Stoke, Bristol and we have financialadvisers in Bristol, South Wales, Wiltshire, Gloucestershire and Oxfordshire giving financial advice. This includes Swindon, Witney, Oxford, Cheltenham, Gloucester, Cardiff, Swansea.
We appreciate that your business is unique - that you like to do things in a particular way, that you have close relationships with your clients and that you have particular challenges that arespecific to your operation. Unlike the big financial institutions we understand this, treating each of our clients on an individual basis. We don't take a "one-size-fits-all" approach, but tailor our wide range of options to suit your individual requirements.
The Fraser Heath Wealth Management Service allows us to trade investments at a discounted rate and hold them on a single client account. This enables us to deliver indepedent financial advice toclients with greater efficiency. If you run a business and employ staff you are required under new legislation to set up a pension scheme and pay statutory minimum contributions for all eligible employees.
We provide objective and independent financial advice to individuals, families, business owners and trustees, tailored to meet your specific needs. Working in partnership with you and other trustedprofessional advisers we will help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, we can provide advice and guidance across your entire affairs.
We are a small friendly firm offering a free, no obligation financial review. We'll explain all the jargon clearly and you can ask as many questions as you like. Lief is based in Stroud,Gloucestershire and our Director Ian Nie brings 30 years of Financial Services experience. Ian has worked with SunLife of Canada and Royal SunAlliance before becoming an IFA.