John Gaulton Independent Financial Advisor

Independent Financial Adviser 513 Armidale Place, City of Bristol, Bristol, BS6 5DA
FCA verified
15th October 2018
Putting our clients' interests first, a highly personal service - straightforward understandable advice to make the most of your money.
We can advise you on
    • Corporate pension
    • Group income protection
    • Group life insurance
    • Group pensions
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • 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
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Long term care
Meet our advisers
adviser-person
John Gaulton DipPFS, ACIB, G60
Principal
adviser-person
Ben Gaulton
Financial Advisor
Where to find us

513 Armidale Place, City of Bristol, Bristol, BS6 5DA

About us

Established by John Gaulton who has a working lifetime of experience in finance, including international banking and industry, the business has provided exceptional personal, professional and impartial advice and service to its clients over the years.

Ben Gaulton is an Economics graduate with over 8 years experience in financial services including 6 years with a FTSE 100 company assisting clients with their investments, and is a member of the Chartered Institute of Securities & Investment. Ben brings his experience, a modern approach to technology and in turn draws on the experience and specialist contacts of a well established reputable business.

Whatever your needs our first conversation is at our cost and without obligation on either side. If we believe we can bring benefits that will outweigh the costs and you decide to proceed, we will always agree our professional fees with you before we start work.
Finally we aim to make the process as stress free as possible; even enjoyable!

Our services

As a small organisation we are totally flexible in our approach to our clients' and their needs and give a truly personal service. You can rely on us always to put your interests first and take a holistic view of your life circumstances and plans for the future.
We tell it like it is and strive to communicate and explain everything in a clear and straightforward way.
An initial personal financial review is carried out at our cost and with no obligation, to ensure we can bring value to any future relationship.
Our solutions, like your financial circumstances, are unique.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

John Gaulton Independent Financial Advisors is authorised and regulated by the Financial Conduct Authority — Reference no. 566739

Although we are not authorised to advise on mortgages we can introduce you to a mortgage adviser.

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