Blue Wealth

Independent Financial Adviser  Blue Wealth, Bristol, BS9 3QA
First meeting at adviser's own cost
Chartered financial planners, independent, experts in pensions, investments and financial planning.
We can advise you on
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Annuity purchase
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Defined benefit
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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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Equity release
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Mortgage protection
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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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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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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
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 9th May 2022
What our clients say
After the 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
About us

Independent, Chartered Financial Planners.

We help you achieve financial independence.

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."

Where to find us
Head office address: Blue Wealth, 3 Westbury Mews, Westbury-on-Trym, Bristol, BS9 3QA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 9th May 2022

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