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

What we do

Bespoke financial planning, without the frills. You’ll benefit from all the high-quality advice that you’d expect from a qualified, holistic financial planner, but at a fair price.

We think differently

We’re not like other financial planners. You won’t get an invitation to lunch twice a year. Neither will you have to visit our wood-panelled offices for a meeting.
What you will benefit from are the cost savings generated by stripping out these frills.

Our approach is to use integrated technology so that less important tasks can be automated. It means we can concentrate on the things that matter to you, rather than cutting corners on what’s important.

Retirement

Are you on track to meet your long-term goals? Will you have enough money to maintain your lifestyle in retirement? And are your pensions as tax efficient as they can be? We’ll help you plan for a full and comfortable retirement.

Investment

Whether you’ve had a windfall, want to save for your children’s education or something exotic like a once in a lifetime trip, we’ll help you make sensible choices. We’ll consider your goals and time horizons, then build a financial plan and make recommendations using your available tax allowances such as ISAs so you minimise the tax you pay.

Financial Planning

Financial planning  is more than starting a pension or buying some life insurance. We’ll take a forensic look at your current arrangements, plans, income / expenditure, then use cash flow modelling to generate a financial plan that works for you.

Protection

Life sometimes gives us lemons and it’s important that you have a plan B if it does. Whether replacing income due to ill health or securing your family’s financial future should the worst happen, we’ll make sure you have one less thing to worry about.

What we don’t do

Mortgages, loans or equity release
General insurance, such as buildings and contents
Defined Benefit (DB) pension transfers

Don't just take our word for it

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

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

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.