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
24th June 2019
We are an experienced team of financial advisers providing independent financial advice across London and the South East.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • 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
    • Estate planning
Meet our advisers
Jason Ricketts
Chartered Wealth Manager
Patrick Foley MSc (Hons)
Independent Financial Adviser
John Varady
Independent Financial Adviser
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
Compliance

Registered in England and Wales, registered No. 10505176, registered address First Floor, 6 Bevis Marks, London, EC3A 7BA

Bournebridge Financial Services Limited is an Appointed Representative of JFV Financial Services Ltd. (Financial Services Register Number 433179) which is authorised and regulated by the Financial Conduct Authority.

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