John Gaulton Independent Financial Advisors

Independent Financial Adviser  3 Park Avenue, City of Bristol, Bristol, BS3 5AH
First meeting at adviser's own cost
Putting our clients' interests first, a highly personal service - straightforward understandable advice to make the most of your money.
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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Buying overseas
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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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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Ben Gaulton
Financial Advisor

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

Accreditations
Certified Financial Planner
MR John Gaulton DipPFS, ACIB, G60
Financial Advisor

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

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 10 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.

Where to find us
Head office address: 3 Park Avenue, Bedminster, City of Bristol, Bristol, BS3 5AH
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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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him