Colin J Locke & Company

Financial Adviser (Restricted Whole of Market) 664 Muller Road, Eastville, City of Bristol, Bristol, BS5 6XB
FCA verified
10th September 2018
We are great with people and have over 50 years of financial planning experience. Our business is based on referrals
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Colin Locke Colin
adviser-person
Quinn McCarthy Quinn
Financial Adviser
Where to find us

664 Muller Road, Eastville, City of Bristol, Bristol, BS5 6XB

About us

At Colin J Locke & Company we provide face to face financial planning to both individual and corporate clients. Our advice is always personally tailored to reflect individual needs and objectives. For their convenience we normally meet with clients at their home or workplace.

Colin J Locke & Company was established in April 1992 and is part of Openwork, one of the UK's largest multi-tied financial advice network.

Our services

OUR PHILOSOPHY - is to build long term relationships, based on mutual openness and trust.​

OUR AIM - is to ensure that we offer a high quality, professional service to clients of all ages and their families.

OUR SERVICE - is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs. As your aspirations evolve in your life, so should your financial plans, and we will be on hand to review these with you on a regular basis, should you choose.

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

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