Business Details
12 Years
experience
Expert Financial Planning & Wealth Management Services
At Bridges and Co Financial Advisers and Co Financial Advisers, we specialise in delivering tailored financial planning solutions designed to meet individual client needs. Established in 2014 and led by Principal Ian Felton, our team combines over 100 years of collective experience with a commitment to building long-term relationships. As part of St. James's Place Wealth Management, we offer access to a comprehensive range of wealth management products while maintaining a focus on personalised service. Our approach prioritises transparency, expertise, and a holistic understanding of clients' financial goals. We work closely with diverse client groups including business owners, senior executives, and retirees, providing specialist advice on investment planning, retirement strategies, and intergenerational wealth management.Our team's expertise is underpinned by rigorous professional standards and regulatory compliance through the Financial Conduct Authority. We aim to simplify complex financial decisions, offering clarity and confidence through bespoke solutions. Our services extend to mortgage advisory, corporate financial planning, and protection strategies, ensuring comprehensive coverage of clients' needs. With a registered office in Lancaster, we serve clients nationally while maintaining a localised, client-centric ethos. Our dedication to excellence has been recognised through our association with St. James's Place, a leader in wealth management services.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Financial Planning
Intergenerational Wealth
Business Owner Services
Senior Executive Advisory
Details
- Year established: 2014
Highlights and features
- We have over 100 years of combined experience in financial advisory services.
- Our team specialises in bespoke, holistic wealth management strategies.
- We maintain long-term client relationships with transparent communication.
- Our services are supported by St. James's Place Wealth Management expertise.
- We provide tailored solutions for business owners and senior executives.
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
Our investment management service creates customised portfolios aligned with risk tolerance and financial objectives. We monitor market trends and adjust strategies to optimise returns while maintaining compliance with regulatory standards. Clients benefit from regular performance reviews and transparent reporting.
Retirement Planning
We develop comprehensive retirement plans considering current assets, desired lifestyle, and tax efficiency. Our approach includes pension consolidation, income projections, and phased retirement strategies. Regular reviews ensure plans adapt to changing circumstances and legislative updates.
Mortgage Advice
Our mortgage advisory service compares thousands of products to find suitable residential and buy-to-let solutions. We explain different mortgage types, assist with affordability assessments, and guide clients through the application process while explaining potential repossession risks.
Wealth Protection
We design protection strategies using insurance products and legal structures to safeguard assets against unforeseen events. This includes life cover, critical illness protection, and inheritance tax planning. Our approach ensures financial security for dependants and business continuity.
Corporate Services
Tailored financial solutions for businesses include succession planning, director remuneration strategies, and corporate investment management. We help business owners optimise company structures and prepare for transitions while maintaining compliance with financial regulations.
People
Ian Felton
Principal
Ian Felton established Bridges and Co Financial Advisers and Co Financial Advisers in 2014 and leads our team with extensive industry experience. He specialises in wealth management strategies and maintains our commitment to personalised client service.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, mortgage advice, wealth protection, and corporate financial strategies tailored to individual client needs.
How do you work with clients?
We build long-term relationships through initial consultations to understand goals, followed by bespoke strategy development and regular progress reviews to adapt to changing circumstances.
Are mortgage recommendations regulated?
Yes, our mortgage advice is provided under St. James's Place Wealth Management's Financial Conduct Authority authorisation, ensuring compliance with strict regulatory standards.
Do you work with business owners?
Yes, we provide tailored financial planning for business owners including succession strategies, asset protection, and corporate investment management solutions.
How is investment performance monitored?
We conduct regular portfolio reviews, track market developments, and adjust strategies as needed while providing transparent performance reports to clients.
