4 Financial Planning

Independent Financial Adviser  Bristol and Bath Science Park, Emersons green, Gloucestershire, BS16 7FR
First meeting at adviser's own cost
Fixed fee financial planning which doesn't cost the earth.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.2/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Ian Else
Founder and Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Our services

We are specialists in all things retirement. We'll help you understand how much is enough, the most tax-efficient way to take income and make sure you never run out of money.

Where to find us

Bristol and Bath Science Park, Dirac Crescent, Bristol, Avon, BS16 7FR

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 15th January 2020

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