4 Financial Planning
Dependable Advice, Delivered by Humans, Driven by Technology.
Independent Advice on Pensions, Investments & Insurance covering Bristol & South Glos.
We can advise you on
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group income protection
Last authorised 13th July 2020
Meet our advisers
Founder and Financial Planner
Qualifications & Accreditations
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Ian and I have worked together for 5 years now. His advice has always been honest, even if it wasn't what I wanted to hear. He's reliable and responds to my queries quickly. I trust and like him, that's why I wouldn't hesitate to recommend him.
Bristol-based independent financial advice. We specialise in retirement planning, protection and investments.
At 4fp we focus on the essentials. No free lunches, boozy Golf days or fancy offices. Just expert and friendly financial planning.wwws
We provide advice on 4 key areas
1) Retirement Planning
2) Protection (would your loved ones be financially secure if someone died?)
3) Investments - ISA, Unit Trusts
4) Estate planning (what happens when you're gone)
Where to find us
Head office address: Bristol and Bath Science Park, Dirac Crescent, Bristol, Avon, BS16 7FR
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face