BEST RATED BRISTOL, UK FINANCIAL SERVICES

3 Best Financial Services in Bristol, UK

Name: 3 Best Financial Services in Bristol, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Bristol, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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CLEEVE FINANCIAL PLANNING

4.9

Knightwood Court, Mead Road, Stoke Gifford, Bristol BS34 8PS, UK Directions

Since 2018

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Mortgages and Specialist Banking ✓ Corporate Services ✓ Intergenerational Wealth Management ✓ Will Writing ✓ Tax Advice ✓ Legal Advice ✓ Portfolio Management ✓ Specialist Insurance ✓ Corporate Lending ✓ Junior ISA ✓ Unit Trusts ✓ Later Life Planning ✓ Shareholders ✓ Employee Benefits ✓ Long Term Care ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Investment Bonds and Inheritance Tax ✓ Pension Advice ✓ Savings and Investment Advice

“Cleeve Financial Planning provides holistic financial advice to individuals and businesses in Bristol and the South-West. Tim O'Loughlin is the Advising Principal and a very experienced financial adviser who specialises in retirement planning. With over 25 years of industry experience across various roles, as a client of Cleeve Financial Planning, you can expect a local, personalised financial advisory service from their team of financial advisers. The firm proudly serves 660 happy customers, manages 98 million pounds under management, and has over 80 years of combined experience. The team creates a year-by-year financial plan for clients looking to accumulate wealth for retirement.

2025 Update: They have access to thousands of mortgage products from over 80 lenders. They also provide services to clients in Bradley Stoke, Stoke Gifford, Winterbourne, Downend, Emersons Green, and Frenchay. Every member of their team is dedicated to delivering financial peace of mind and a friendly, personalised service. They provide straight-talking and no-jargon advice. You can contact them to schedule a no-obligation financial advice meeting.”

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FRAZER JAMES FINANCIAL ADVISERS

4.8

Square Works, 17 – 18 Berkeley Square, Bristol BS8 1HB, UK Directions

Since 2019

Speciality:

“Frazer James Financial Advisers is an award-winning financial planner that is deeply dedicated to every client's success, focusing exclusively on those whose lives they can meaningfully impact and improve, ensuring their services provide exceptional value. James Mackay is the managing director of the firm. The Frazer James Financial Advisers team's commitment to excellence has been recognised by industry leaders, earning them multiple prestigious awards. They proactively plan to safeguard your long-term financial security and independence, guiding your decisions today towards a better future. As chartered and certified financial planners, their small team of specialists brings unparalleled expertise across all financial planning and wealth management aspects.

2025 Update: In an industry where many advisors are nearing retirement, they offer a fresh, long-term perspective. They offer continuity and stability in your financial planning, a valuable promise in today’s ever-changing landscape. As a boutique wealth management firm, they find strength in their size, large enough to handle diverse financial needs yet small enough to offer personalised care. You can contact them to book a consultation.”

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ELITE FINANCIAL CONSULTING LTD

4.8

821 Bath Road, Suite 9, Brislington, Bristol BS4 5NL, UK Directions

Since 2010

Speciality:

✓ Individual Savings Accounts (ISA) ✓ Junior ISA (JISA) ✓ General Investment Account (GIA) ✓ Investment Bond (Onshore and Offshore) ✓ Venture Capital Trusts (VCTs) / Enterprise Investment Schemes (EIS) ✓ Defined Contribution (DC) Pensions ✓ Final Salary Defined Benefit (DB) Pension Schemes ✓ Self Invested Personal Pension (SIPP) ✓ Small Self-Administered Scheme (SSAS) ✓ Pension Drawdown or Flexi-Access Drawdown Pension ✓ Annuity ✓ Re-Mortgaging ✓ First Time Buyers ✓ Help To Buy Mortgages ✓ Equity Release ✓ Self Employed Mortgages ✓ Difficult Mortgages ✓ Mortgage Decreasing Cover ✓ Level Term Cover ✓ Income Protection Cover ✓ Family Income Benefit

“Elite Financial Consulting Ltd delivers expert service and advice that’s exceptional value for money. Jon Fry is the director of the firm. The team at Elite Financial Consulting Ltd takes the time to sit with you and understand what you want to achieve. They are an award-winning team of independent financial advisers in Bristol. At Elite Financial Consulting Ltd, the team prides itself on providing friendly, jargon-free financial advice for mortgages, pensions, shares, debt, and high-net-worth individuals. They are passionate about offering you the ultimate value for money, service, and advice to aid your financial planning. Their initial meetings are 100% free of charge and without obligation.

2025 Update: They specialise in all market mortgage advice, independent financial advice, general financial advice, pension investment and insurance advice. They also offer weekend appointments.”

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3 Best Financial Services in Bristol, UK