Bristol & West Financial Advice

Bristol’s №1 Financial Advice

Bristol & West FS provides Financial Advice to both individuals and businesses on a commission or fee basis. As experienced financial advisors we are a trusted source of reliable, uncomplicated  pensions advice 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 unrivaled quality investment, mortgage and pensions planning advice at each point in planning process. The experience we have gained helping hundreds of others through the same pensions, mortgages planning issues is something you can have trust in. Bristol & West FS are one of the leading and most respected financial advisers operating within Bristol and the surrounding areas such as Ashley Avonmouth, Bedminster, Bishopston, Bishopsworth, Brislington East, Brislington West, Cabot, Clifton, Clifton East, Cotham, Easton, Eastville, Filwood, Frome Vale, Hartcliffe, Henbury, Hengrove, Henleaze, Hillfields, Horfield, Kingsweston, Knowle, Lawrence Hill, Lockleaze, Redland, Southmead, Southville, St George East, St George West, Stockwood, Stoke Bishop, Westbury on Trym, Whitchurch Park, Windmill Hill. 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.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Pension

At Bristol and West FS our pension advice service is designed specially to meet your needs at current position. Pension advice include to provide you with a review of your pension, advice on consolidating your pensions, we can also provide pension planning for business owners. No matter how old you are, there is always a value in saving into a pension scheme, particularly if your employer is also willing to contribute. “The value of pensions can fall as well as rise. You may get back less than you invested.”

Mortgages

Whether you are a first time buyer, home mover or looking to remortgage; Bristol and West Financial Services have a significant amount of expertise in the mortgage market; we are therefore able to guide you through the home buying process or remortgage process in a relaxed and easily understandable manner.  “Your home may be repossessed if you do not keep up repayments on your mortgage.” “The Financial Conduct Authority do not regulate some buy to let mortgages.”

Investments

In order to achieve future plans and aims action needs to be made ahead of time. Under careful planning, timing and good financial advice we aim to produce the best returns on your investments, thereby helping you to reach your long term aspirations. We have providers who offer a range of pension products that will provide you with the investment needed to fulfill your life style, the key in many instances is to start early. “The value of investments can fall as well as rise. You may get back less than you invested.”

Protection

We provide financial advice to both individuals and businesses on a commission or fee basis, our first meeting is free of charge. An ongoing relationship with our clients has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Dependent upon client circumstances the ongoing relationship may vary but the main purpose of this is to monitor your ongoing financial position to ensure that the products continue to meet your requirements.

Our proven planing processes produces outstanding comercial results

1. Establishing and defining the client-planner relationship

2. Gathering client data and determining expectations

3. Analyzing and evaluating the client’s financial status

4. Implementing the financial planning recommendations

5. Monitoring the financial planning recommendations