Business Details
21 Years
experience
Your Trusted Financial Partner in Bristol
At Charterbridge Financial Planning, we prioritise your financial security by crafting tailored strategies that align with your personal and professional aspirations. Our approach begins with active listening to understand your unique circumstances, ensuring our advice addresses your immediate needs and long-term goals. With over two decades of experience, we specialise in financial planning, protection, pensions, and wealth management, offering clear, jargon-free guidance. Our team, regulated by the Financial Conduct Authority, delivers objective solutions designed to safeguard your assets and enhance your financial well-being. We pride ourselves on building enduring relationships founded on trust, transparency, and a commitment to excellence.Our clients benefit from regular reviews and responsive support, ensuring their financial plans evolve alongside their changing lives. By combining technical expertise with a personalised touch, we empower individuals and businesses to navigate financial complexities with confidence. Our testimonials reflect our dedication to delivering results that transform lives, from debt restructuring to retirement planning. As a trusted partner, we remain dedicated to advancing your financial freedom through integrity-driven advice and innovative solutions.
Services
Financial Planning
Life Assurance
Income Protection
Private Medical Insurance
Critical Illness
Investment Bonds
Pension Planning
Wealth Management
Taxation Advice
Business Protection
Details
- Year established: 2005
Highlights and features
- We offer personalised financial advice tailored to individual circumstances.
- Our team has over 30 years of experience in financial planning and wealth management.
- We are regulated by the Financial Conduct Authority, ensuring compliance and trust.
- We provide clear, jargon-free guidance on complex financial products.
- Our client testimonials highlight transformative financial outcomes and long-term partnerships.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Trusted financial advisor
Tailor made advice
Debt free
Financial guardian angel
Profitable experience
Services
Financial Planning
We create customised financial plans to align with your life goals, covering investments, pensions, and tax efficiency. Our expertise ensures sustainable growth and risk management. Clients benefit from ongoing reviews to adapt to changing circumstances.
Income Protection
This service provides financial cover if you're unable to work due to illness or injury. We design policies tailored to your profession and income needs. Our solutions ensure continuity of lifestyle during unforeseen disruptions.
Pension Planning
We optimise pension strategies, including SIPP and auto-enrolment schemes, to maximise retirement income. Our advice incorporates tax advantages and inheritance considerations. Clients receive guidance on consolidating existing pensions for clarity.
Critical Illness Cover
This insurance provides a lump sum upon diagnosis of specified serious illnesses. We help select policies matching your health profile and financial obligations. Coverage supports medical expenses and income replacement.
Wealth Management
Our wealth management services focus on growing and preserving assets through diversified investments. We offer portfolio reviews and tax-efficient strategies. Clients receive bespoke solutions aligned with risk tolerance and financial objectives.
Questions
What financial services do you specialise in?
We specialise in financial planning, pensions, income protection, critical illness cover, and wealth management tailored to individual needs.
How do you personalise financial advice?
We begin by understanding your unique circumstances through detailed consultations, ensuring strategies align with your goals and risk profile.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 535515.
Can you help with business financial planning?
Yes, we offer business protection, key person insurance, and pension schemes designed for corporate clients.
How often are financial plans reviewed?
We conduct annual reviews but remain available for adjustments due to significant life or market changes.
