Bournebridge Financial Services

Independent Financial Adviser First Floor, 6 Bevis Marks, London, London, EC3A 7BA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
We are an experienced team of financial advisers providing independent financial advice across London and the South East.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Commercial mortgages
    • Group pensions
    • Group protection
Meet our advisers
John Varady
Independent Financial Adviser
Patrick Foley MSc (Hons)
Independent Financial Adviser
Jason Ricketts
Chartered Wealth Manager
Where to find us

First Floor, 6 Bevis Marks, London, London, EC3A 7BA

Make an enquiry
About us

We are an experienced team of financial advisers providing independent financial advice across London and the South East.
Established in 2017 by a group of multi-generational financial advisers, we’ve quickly grown into a sizeable practice. Many of our clients have chosen to move to us from other wealth management firms. This is because of the one-to-one relationships that we have built up based on trust and sound advice.

It’s a huge testament to the quality of our service that most of our clients have been referred to us by existing ones.

Our services

We pride ourselves on the friendly and approachable nature of our advisers and staff, who are all committed to delivering honest, appropriate advice. We’re here to ensure that your journey to reaching your goals runs as smoothly as possible.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000