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01934 310653

01173 701730

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Independent Financial Adviser Kingswood

Independent Financial Advisers / IFA in Bristol

Invest Southwest have independent financial advisers based in Kingswood 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 Kingswood. 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 Kingswood such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Kingswood including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Kingswood such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Kingswood including Remortgages and Equity Release
  • Personal Protection advice in Kingswood 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 Kingswood.

Facts about Kingswood

Kingswood is an urban area in South Gloucestershire, England, bordering the City of Bristol to the west. It is located on both sides of the A420 road, which connects Bristol and Chippenham and which forms the high street through the principal retail zone. Bristol City Centre is located 4 miles to the west, and Chippenham is located 18 miles to the east, The Ring Road also runs around the eastern edge of Kingswood. Bath is 12.5 miles away. Western Kingswood is contiguous with eastern Bristol, and although it does not lie within the city (and unitary authority) boundary, it acts in several capacities as a suburb of the city.

In the 18th century it was a small coal mining village where George Whitefield's open-air preaching greatly influenced John Wesley in the founding of Methodism.The construction of a number of chapels, Tabernacle and schools by Whitefield,Wesley, and their associates and followers is held to be one of the factors contributing to Kingswood's growth

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