Bluefish Financial Services Ltd

Independent Financial Adviser  34 Claverham Road, Bristol, Bristol, BS16 2HS
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FCA authorised
Last authorised 19th October 2020
Good, honest, financial advice you can trust. Pensions (including transfers), Investments, Protection, Mortgages. Making the complicated decisions easier for you
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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Buy my next home
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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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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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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Long term care
Meet our advisers
Sam Teller CeMap, MIFIS, DipFa, CeLTCI, AwPETR
Independent Financial Adviser / Pension Transfer Specialist
About us

Bluefish Financial Services Ltd.
Protection - Investments - Pensions - Mortgages. Specialist occupational pension transfer advice. Equity release & Long Term Care specialists.
Financial advice you can trust.
<phone number hidden> or
email – <email address hidden>

Our services

We will help you to prioritise your aims and objectives and ensure that any recommendation has you at its centre.
We work for you not any of the providers.
We aim to be as clear as possible so that you understand our recommendations and how these fit into your aims and objectives.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

34 Claverham Road, Fishponds, Bristol, Bristol, BS16 2HS

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