4 Financial Planning

Independent Financial Adviser  Bristol & Bath Science Park, Westerleigh, Gloucestershire, BS36 2RS
First meeting at adviser's own cost
Independent Advice on Pensions, Investments & Insurance covering Bristol & South Glos. Transparent fixed fee, financial advice which doesn't cost the earth.
We can advise you on
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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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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Lump sum
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Regular savings
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Life insurance
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Capital gains tax
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Ian Else
Founder

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

Bristol-based independent financial advice. We specialise in retirement planning, protection and investments.
We don't think financial should cost the earth. At 4 we concentrate on what matters, you and your money.

No lunches, boozy Golf days or fancy offices. Just expert, friendly financial planning.

Our services

We offer no-nonsense financial advice, focusing on 4 key areas.

1) Long-term planning (retirement)
2) Protection (would your loved ones be financially secure if someone died?)
3) Short-term planning (emergency savings, university fees)
4) Estate planning (what happens when you're gone)

Where to find us

Bristol & Bath Science Park, Dirac Crescent, Bristol, Bristol, BS36 2RS

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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