Bristol and West Financial FS

Independent Financial Adviser  Trym Lodge, Bristol, BS9 3HQ
First meeting at adviser's own cost
Your trust and confidence is absolutely fundamental to what we do. 
As trusted personal financial advisors we are able to provide you with unrivaled quality investment, mortgage and pensions planning advice at each point in planning process.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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EEA
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Rest of world
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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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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Mark Schuler
Director Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

The experience we have gained helping hundreds of others through the same pensions, mortgages planning issues is something you can have trust in. Bristol & West FS are one of the leading and most respected financial advisers operating within Bristol, Gloucester, Swindon South Wales and the south west

Our services

Our highly skilled and experienced team finds effective ways to meet all your financial needs from pensions and mortgage to protection and investments. Working together we create a secure commercial future for you and your family or your business.

Where to find us
Head office address: Trym Lodge, 1 Henbury Road, Bristol, BS9 3HQ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
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.

Bristol & West Financial Services Limited FRN: 627322 is an appointed representative of LJ Financial Planning Limited FRN: 429142 which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales company registration number 09085520. Registered office address Trym Lodge 1 Henbury Road Westbury-on-Trym Bristol BS9 3HQ

Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021

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