4 Financial Planning

Independent Financial Adviser  10 Victoria Street, Bristol, Bristol, BS1 6BN
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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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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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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Socially responsible investments
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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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
Meet our advisers
Ian Else
Founder & Financial Planner

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 an ability to analyse financial protection planning issues.

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 qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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 and friendly financial planning.

Our services

We provide no-frills financial advice which focuses on 4 key areas.

1) Long-term planning (retirement income planning)

2) Protection (Life Assurance, Critical Illness and Income Replacement)

3) Short-term planning (Emergency savings, University Fees, Savings)

4) Estate planning (What happens when you're gone)

Where to find us

10 Victoria Street, Bristol, BS1 6BN

Preferred clients
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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