Washington Square

Independent Financial Adviser  Unit 3c, The Sion Crown Glass Place Nailsea, Bristol, BS48 1RB
First meeting at adviser's own cost
We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
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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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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Mortgage protection
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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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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 ISA
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
What our clients say
This fabulous company have gone above and beyond to help me organise my complicated financial affairs, including transfer of property ownership, mortgage brokering, investing funds in a stocks and shares ISA, and a pension plan. When hurdles presented themselves along the way, they worked tirelessly, and cheerfully, to overcome each one, and I am more than satisfied with the results. I wouldn't hesitate to recommend them to my friends and family, and the benefits of using them as financial advisors are huge. I now feel in very safe hands and wish that I had gone to them for advice sooner.
Caroline P, UK
I have been using Washington Square for many years, and couldn't be happier with the service I've received. If you're looking for the following, this is the place to come: Clear desire and capacity to fully understand your life circumstances and attitude to investment (in terms of ethics and risk) and find appropriate opportunities. Proactive - getting in touch when external factors may impact on your financial planning, to give you a heads up and suggestions. Clear explanations that don't bamboozle, and a relaxed, open, attitude. Zero pressure to follow recommendations, and good analyses of the likely pros and cons. Available - calls/emails typically answered right away or within hours. Future proofing - taking stock of your life-changing events and guiding your planning in accordance Financial security and gain - well that is the aim of the game after all! Taking on a financial advisor was, for me, very daunting. I'm glad I made the right choice.
Chris Steel, Scotland
The personal service from the whole team at Washington Square has been brilliant for us. Each member of the team took time to understand our needs and tailor their advice to us. Vikki has been especially helpful in helping us secure a mortgage - she went above and beyond our expectations in her research and is so thorough at everything she does. I wouldn't hesitate to recommend the team's services for any aspect of financial management, and will definitely be using them again myself in future.
Hannah Jolliffe, Bristol
About us

Paddy Sault & Andy King created Washington Square over a period of 5 years from both working for organisations and experiencing how "not to do" things. Our ambition was to create an organisation whose principles and ethics reflected our own and pursued an equally responsible and sustainable agenda, accessible to all. We hope you will become part of our vision and help us build a brand we can all be proud of.

Our services

We are a general practitioner IFA which means we can help with whole-of-market advice across the spectrum of Pensions, Investments & Savings.
We also specialise in Later Life planning, including Equity Release, Long Term Care, Estate Planning & tax. We also advise on Mortgages & Protection.
We do not offer advice on Defined Benefit Pension Transfers.

Where to find us
Head office address: Unit 3c, The Sion Crown Glass Place Nailsea, Bristol, BS48 1RB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022

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