Bespoke IFA

Independent Financial Adviser  68 Swiss Drive, Bristol, Bristol, BS3 2RW
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FCA authorised
Last authorised 21st September 2020
I offer a tailor made service that never loser focus of your financial needs.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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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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School fees planning
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
Meet our advisers
Matt Mace
About us

We offer financial advice to both corporate and retail clients. This includes support with mortgages, pensions, protection, and investments. In addition to the above we offer corporate solutions including auto enrolment and employee benefit schemes.

Our services

We Build longstanding professional relationships that support your financial needs.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Face to face

68 Swiss Drive, City of Bristol, Bristol, BS3 2RW

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2020 - Voted Best Adviser Firm in the South-West & Wales - Professional Adviser Awards and Best Wealth Management Adviser - Bankhall Awards