Officium Private Wealth

Independent Financial Adviser  Newminster House, Bristol, BS1 1LT
First meeting at adviser's own cost
We provide holistic independent financial advice (whole of market) coupled with outstanding service, delivered in a jargon free way. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Damien Hopkins
Chartered Financial Planner / Pension Transfer Specialist
Ms Tori Passmore
Chartered Financial Planner / Pension Transfer Specialist
Mr David Parry
Financial Planner
About us

Independent financial planning and wealth management from highly qualified and experienced advisers with simple and transparent fees.

Our services

- Cash Flow Modelling (Financial Life Planning)
- Discretionary Fund Management
- Savings & Investments (onshore/offshore)
- Environmental & Social Governance (ESG) Investing
- Specialist investing (EIS, VCT, AIM & Structured Products)
- Investment Review Service
- Retirement Planning (accumulation/decumulation)
- Pension Review Service (all pension types)
- Inheritance Tax Planning
- Intergenerational Financial Planning
- Trustee Investment Advice
- Corporate Financial Planning
- Financial Planning for Company Directors
- Wealth Protection & Lending

Where to find us
Head office address: Newminster House, 27-29 Baldwin Street, Bristol, BS1 1LT
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Officium Private Wealth Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Officium Private Wealth Ltd Companies House Reference - 13324577

Response rating
10/10
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FCA authorised
Last authorised 8th August 2022

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