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01934 310653

01173 701730

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Independent Financial Adviser Bristol

Independent Financial Advisers / IFA in Bristol

Invest Southwest have independent financial advisers based in Bristol and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Bristol. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Bristol such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Bristol including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Bristol such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Bristol including Remortgages and Equity Release
  • Personal Protection advice in Bristol such as Life Cover, Income Protection and Critical Illness

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01173 701730 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Bristol.

Facts about Bristol

Bristol is a city, unitary authority area and ceremonial county in South West England, with an estimated population of 433,100 for the unitary authority in 2009, and a surrounding Larger Urban Zone (LUZ) with an estimated 1,070,000 residents in 2007. It is England's sixth and the United Kingdom's eighth most populous city, one of the Core Cities Group and the most populous city in South West England.

Historically split between Gloucestershire and Somerset, the city received a Royal Charter in 1155 and was granted County status in 1373. From the 13th century, for half a millennium, it ranked amongst the top three English cities after London, alongside York and Norwich, on the basis of tax receipts, until the rapid rise of Liverpool,Birmingham and Manchester during the Industrial Revolution in the latter part of the 18th century. It borders the counties of Somerset and Gloucestershire,and is also located near the historic cities of Bath to the south east and Gloucester to the north. The city is built around the River Avon, and it also has a short coastline on the Severn Estuary, which flows into the Bristol Channel.

Bristol is the largest centre of culture, employment and education in the region. Its prosperity has been linked with the sea since its earliest days. The commercial Port of Bristol was originally in the city centre before being moved to the Severn Estuary at Avonmouth; Royal Portbury Dock is on the western edge of the city boundary. In more recent years the economy has depended on the creative media, electronics and aerospace industries, and the city centre docks have been regenerated as a centre of heritage and culture. There are 34 other populated places on Earth named Bristol, most in the United States, but also in Peru, Canada, Jamaica,Barbados, and Costa Rica, all presumably commemorating the original.

People from Bristol are termed Bristolians.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby