Financial Adviser in Bristol

I am an Independent Financial Adviser (IFA) based in Bristol, welcoming new clients while managing a large portfolio across Southwest England and Wales.

Specialist in pensions and retirement planning. Whether that involves reviewing multiple pension pots to ensure that you are on track for your future, or planning withdrawals in retirement. I also specialise in investment planning. I understand client’s investment preferences, risk requirements and place their money in the right tax wrappers to generate long-term returns. Being a well-connected adviser, I can refer clients to a dedicated mortgage and protection team, as well as will and trust writers. This enables me to provide a full financial planning service for all clients at any stage in their lives.

Experienced Financial Advice Backed by a Trusted Team

I work in partnership with my father, Michael Finch. With 40 years in financial services, Michael has vast experience. He assists me in managing clients while I provide the advice. I also have a dedicated administration team. I am proud of my independent financial advice business within Truly Independent. You can read some of the reviews my clients have left me over the years here.

I hold a Diploma in Regulated Financial Planning and am a member of the Chartered Institute of Insurance. I follow a strict code of ethics and professional practice, ensuring I stay up to date with industry changes.

Clients working with me can expect the opportunity to partner with a trusted adviser, focused on establishing and managing long-term financial goals. I pride myself on providing an approachable, thorough, and personalised service, always tailored to individual needs.

Fully Regulated Advice and Transparent Pricing

My services are fully regulated by the Financial Conduct Authority (FCA). This guarantees professional, ethical, and transparent advice. As a fully FCA-regulated adviser, I adhere to the highest industry standards, giving you peace of mind.

Discover More About My Financial Services

• Pensions
• Retirement Planning
• Retirement income strategies
• Divorce pensions sharing orders
• Investments
• Ethical investing
• Investing for children
• Inheritance tax planning
• Protection
• Annual financial reviews

For detailed information on how I can help you achieve your financial goals, visit my website to explore the full range of services I offer.

Book your free initial consultation today

If you want to build a long-term relationship with a trusted Independent Financial Adviser in Bristol, get in touch. Initial meetings are free of charge and obligation. Beyond this I provide a clear and transparent pricing structure. Use the Fee Calculator on our website to discover costs based on your specific needs, allowing you to make informed decisions