Finn Associates Ltd

Independent Financial Adviser 4 Trafalgar Terrace, City of Bristol, Bristol, BS3 2SW
FCA verified
15th April 2019
For a no obligation assessment of you personal and/or business planning needs, please contact us for a chat.
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
    • Unit trusts
    • 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
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Andrew Finn
Financial Advisor
Where to find us

4 Trafalgar Terrace, City of Bristol, Bristol, BS3 2SW

About us

We are Independent Financial Advisors based in Bristol, but covering the whole of the UK. We have a number of years experience, both in business and personal financial planning and feel that the two go hand in hand.

As Independent Advisors we can access all providers, which means that you not only get a wide choice of companies but we can tailor a solution to your particular needs.

We offer a no obligation initial meeting, to discuss your needs and requirements and provide you with a report following this meeting. Only when you are happy with our recommendations, do we proceed from there.

Our services

With both business and personal financial planning experience, we are in a unique position to offer advice on both.
We truly believe that the two should go hand in hand and not be considered in isolation.
We will become your "go to" partner for all your financial planning needs, and with the years of experience that we have, you will be safe in the knowledge that we can deliver.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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