John Gaulton Independent Financial Advisor
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Business
- Corporate pension
- Group income protection
- Group life insurance
- Group pensions
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Financial planning
- Wealth management
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Mortgages
- 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Regular savings
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Long term care
- Long term care
513 Armidale Place, City of Bristol, Bristol, BS6 5DA
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!
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.
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