Bristol & West Financial Services ltd

Restricted - Whole of Market  Trym Lodge, Bristol, Bristol, BS9 3HQ
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FCA authorised
Last authorised 14th September 2020
Face to Face complete financial planning Wills, Trusts, Platforms as well as all the usual products.
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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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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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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
Meet our advisers
Don Macpherson DipFA
Director
Mark Schuler DipFA
Director
About us

Bristol and West FS ltd is run by two Directors who between them have over 55 years experience in advising clients. They pride themselves on being able to offer Will, Trust, conveyancing and valuation advice on top of the normal financial adviser advice.

Our services

We check understanding throughout the process always remembering it is your estate not ours. We pride our selves on simplifying complex financial matters making them easy to understand.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Trym Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, BS9 3HQ

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