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Bristol & Bath Science Park, Dirac Crescent, Emersons Green, Bristol, BS16 7FR

Dependable advice,

Delivered by humans,

Driven by technology.

How we do things

We are not like other financial planners. We don't woo our clients with fancy lunches, boozy golf days or wood-panelled offices. We focus on what matters, great financial advice, that is easy to understand. and doesn't cost the earth. We treat everyone as an individual, 4 Financial Planning is LGBTQ+ friendly and a Transgender safe space.

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What we do

We help our clients plan, plan for retirement, plan for life-changing adventures and plan for the worst. Once we have a plan, we use our knowledge of pensions, investments, protection and tax to make the plan become reality.

What we do

Testimonials

My husband and I needed guidance and advice for handling our finances and making sure we had enough to retire on. Ian has been brilliant at doing this. From the moment we met Ian we felt at ease. He’s been a delight to work with, helped us focus on what is important to us and our future, been prompt with his replies and completely honest to our multitude of questions. I am so glad we chose to employ Ian to help us rather than struggle with sorting our finances ourselves. It has been money very well spent. We now have peace of mind and can rest easy that our future will be secure. I can’t recommend him enough.

Karen & James

I contacted Ian about a year ago, seeking advice about financial investment, with an aim of retiring early. I left the first interview feeling confident that he was the right person for the job and this belief has been 100% reinforced through all my dealings with him. Ian has the expert knowledge that I was seeking, but I have also found him to be friendly, professional and totally honest. I would thoroughly recommend him. I'm delighted that I discovered 4 Financial Planning. I feel that it focuses on what is really important to me as a client and that makes it the perfect company for me.

Beth

Ian and I have worked together for the last 3 years, His advice has always been honest even if it hasn’t always been what I’ve wanted to hear, He is reliable and responds to my queries quickly. I trust him, and that is why I wouldn’t hesitate to recommend him to others

John – Business Owner

Ian and I have worked together since 2012, When we first met I was toying with the idea of retiring but had doubts about whether I could afford it. Ian produced a cash flow forecast which analysed my expenditure and income needs. It gave me the peace of mind needed to stop work and I haven't looked back.

Clive – Musician

Why choose us

We're experts at making sure our clients don't run out of money in retirement. By limiting the number of clients we take on (130) you'll always get a great service. We're independent, which guarantees the best advice and the way we charge means you get to keep more of the returns.

Why Choose Us

Book a meeting with us

To find out whether we're right for you (and whether you need a financial planner at all) book your meeting now. The first chat is always on the house.

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Book a meeting

The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!

It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.

Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.