Bespoke Independent Financial Advisers

Independent Financial Adviser  6 Drake Close, Saltford, BS31 3LW
check
FCA authorised
Last authorised 14th June 2021
FREE CONSULTATION - UNBIASED
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
Meet our advisers
MR Adam Wyrill
Chartered Wealth Manager
About us

We work for you rather than a provider, insurance company or bank. Our Independent Financial Advisers are truly independent and offer a flexible approach to financial planning, wealth management and pension advice. We are committed to helping our clients achieve their financial goals in a way and at a pace they are comfortable with.

Our services

Our advice is based upon a comprehensive and fair analysis of the entire investment industry and financial services market, resulting in our clients receiving truly bespoke, unbiased and personalised wealth management advice.

We offer a free consultation for those wishing to meet with an adviser fee free.

Call us on <phone number hidden> or visit our website <url hidden>

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

6 Drake Close, Saltford, BS31 3LW

Similar advisers near you

Independent Financial Adviser 0.22 mi
We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
 
Independent Financial Adviser 1.24 mi
 
 
Independent Financial Adviser 1.36 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
Independent Financial Adviser 1.61 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.