ifa2 Independant Financial Advisors

Bristol & West Financial Advice

Bristol & West Financial Advice

Bristol & West FS provides Financial Advice to both individuals and businesses on a commission, hourly rate or fee basis. As experienced financial advisors we are a trusted source of reliable, uncomplicated pension 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 unrivalled quality investment, mortgage and pension planning advice at each point in planning process. The experience we have gained helping hundreds of others through the same financial planning issues is something you can have trust in. Bristol & West are one of the leading and most respected financial advisers operating within Bristol and the surrounding areas. 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.

Your home may be repossessed if you do not keep up repayments on your mortgage. 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. 

Tax treatment varies according to individual circumstances and is subject to change.

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 Financial Services our pension advice service is designed specifically to meet your needs and current position. Pension advice includes an annual 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 buy to let.”

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.

Pension

We will explain what are all retirement options and what they exactly mean by taking into account your precise circumstances and your needs as an individual.

Mortgage

We are supported using the most advanced sourcing system in the UK providing access to thousands of mortgage products.

Protection

We will explain how you can protect your home and family members in the event of death serious illness, accident or sickness.

Investments

A range of investments for customers looking for the potential to gain higher returns on their money over the medium to long term. Make the best of your ISA & capital gains allowances.

Family Protection

Protect your loved ones standard of living with a family life insurance policy. Insure your family’s future at Bristol & West Financial Services Ltd.

Business Protection

Insurance for a Business differs from a Personal Plan, and we have the expertise to help you with Keyman, Partnership Insurance & Relevant Life Protection.

Our proven planing processes produces outstanding 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