Blue Wealth

Independent Financial Adviser Blue Wealth Ltd, 3 Westbury Mews, Westbury-on-Trym, Bristol, BS9 3QA
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
13th August 2018
Specialist in retirement planning strategies, including final salary analysis. Independent, Chartered and Certified Financial Planner. Serving Bristol and nearby area.
We can advise you on
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Daniel Britton FPFS, CFP
Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Death of my husband in June 2014 and needed help for my current financial position and future investments. He was very helpful in advising how to limit my inheritance tax and create a Trust. He explained everything in a way I could understand. He gave me confidence that my money was going to be invested in the best possible way.
Veronica, Surrey
Accumulation of pension fund which needed professional guidance. Ascertained our needs and concerns for the future and provided clear and concise recommendations.
Ron, Gloucester
Required Retirement advice. Thoroughly professional advice on investments, tax planning and income generation from existing savings.
Steve, Dagenham
I retire in seven years but my private pension annuity was looking poor, I wanted to improve returns in addition I wished to access a portion of the lump sum. He explained all options available and risks that could occur, and enabled me to make a decision on my future pension.
Malcolm, Near Bristol
We recently started our own company and initially were looking for support on setting up independent pensions. Dan decided to take a more holistic approach to what we needed to understand our entire financial position, our long term goals and ambitions, and then was able to recommend both pension, and investment strategies that would help us reach the desired end state. He did a thorough investigation of our position then created a plan full of recommendations which we then decided to implement.He recommended life insurance products for us, helped transfer existing pensions, recommended new pension schemes, and investment platforms, set us up with online platforms to monitor our investments.
Elise, Bristol
Dan is an extremely competent and professional advisor who I have worked with for several years. His approach to his clients' needs and objectives is very good and he builds up a great rapport with all of his clients. I would have no issue at all recommending Dan
Dr Paul Hutchinson, Bristol
I have known Dan Britton for many years now and I consider him a friend as much as a Financial Planner. He has helped me structure my finances over the years, as my business grew, I married and my family expanded. Through several financial cycles Dan has helped me put in place several financial strategies to help me achieve my goals and have a secure future. I would highly recommend his services and skills to anyone looking for a financial adviser who listens to your needs and treats you as an individual and not just another "account".
Douglas Robson, Southern Spain
Where to find us
About us

I help people at or approaching retirement build strategies to provide them with the money they require to live the life they want.

Pensions are complicated I make them straight forward and give you a clear path forward.

Retirement and final salary pension transfer specialist.

I am a highly qualified Chartered and Certified Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society.

We are an independent firm.

I serve Bristol and the surrounding area.

Our services

Let my clients tell you -
"We recently started our own company and were looking for support on setting up independent pensions.

Dan took a holistic approach to understand our entire financial position, our long term goals and ambitions, and was able to recommend both pension, and investment strategies that would help us reach the desired end state. He did a thorough investigation of our position then created a plan full of recommendations which we then decided to implement. He recommended life insurance products for us, helped transfer existing pensions, recommended new pension schemes, and investment platforms."

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Blue Wealth is a trading name of Blue Financial Group Ltd which is an appointed representative Best Pratice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority.

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