4 Financial Planning

Independent Financial Adviser  10 Victoria Street, Bristol, BS1 6BN
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FCA authorised
Last authorised 26th October 2020
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
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)

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

10 Victoria Street, Bristol, BS1 6BN

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