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.
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
I am dedicated to achieving successful outcomes for my clients.
My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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