Butler Toll Ltd

Independent Financial Adviser 128 North Road, St Andrews, Bristol, BS6 5AL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Jacob Rudman
What our clients say
Jacob has been our financial adviser for a number of years. We have found him to be very helpful, practical and reliable on every occasion when we have sought his advice. In difficult economic times, he has added value to the financial management of our savings, giving us confidence for our future retirement years. We have no hesitation in recommending his services to anyone seeking sound and practical financial advice. Stewart and Teresa McGill
Stewart and Teresa McGill, Bristol
Where to find us
About us

Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.

We specialise in providing strategic financial advice and asset management services for private investors, business owners, senior executives and trustees.

Where necessary – in areas such as wills, complex estate and trust planning or residential and commercial mortgages – we work closely with independent specialists to ensure that clients obtain professional advice on all aspects of their finances. We also work with clients’ existing professional advisers where appropriate.

Our services

The key to a successful financial game plan is keeping your finances under regular review; often, as your circumstances change, your financial plans need updating. That’s why we firmly believe in building ongoing relationships with our clients (many of whom have been with us for 25 years +) and specialise in providing a highly personalised service supported by experienced financial advice.
Our dedicated in-house investment team has a wealth of experience in economics and financial markets, which means that we can offer you a range of actively managed portfolios designed to meet your requirements.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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