Business Details
38 Years
experience
Trusted Chartered Financial Advisers in Bristol
Lampiers Financial Planning has been delivering trusted financial advice since 1988, building on an 80-year legacy in the industry. As Chartered Financial Planners, we combine rigorous professional standards with a client-centric approach, prioritising your unique goals and values. Our team of experts specialises in crafting tailored financial strategies for individuals, families, professionals, and business owners across the UK. We distinguish ourselves through our commitment to continuous learning, ensuring our advice remains at the forefront of industry developments. Our collaborative team structure guarantees uninterrupted support, even when individual planners are unavailable.By focusing on long-term partnerships rather than transactional relationships, we help clients navigate complex financial decisions with confidence. Our holistic methodology integrates retirement planning, investment management, pension advice, and mortgage solutions into cohesive strategies. This approach, combined with our independent status, allows us to provide unbiased recommendations aligned with clients' best interests. We measure success through the financial security and peace of mind we help our clients achieve.
Services
Financial Planning
Retirement Planning
Business Planning
Pension Advice
Investment Management
Mortgage Solutions
Details
- Year established: 1988
Highlights and features
- We hold Chartered Financial Planner status, awarded to only 20% of UK firms
- Our team structure ensures continuous support even during staff absences
- We provide independent advice across the entire financial market
- Our holistic approach integrates all aspects of financial planning
- 80-year legacy combined with modern financial planning methodologies
Associations and certifications
- Chartered Financial Planners
- Financial Conduct Authority
What people say
Extremely professional
Efficient service
Trust their knowledge
Reassuring advice
Straightforward manner
Services
Financial Planning
Our comprehensive financial planning service creates bespoke strategies aligned with your personal goals and values. We begin by understanding your current financial position and future aspirations through detailed consultations. Our Chartered Financial Planners then develop tailored roadmaps that address wealth management, tax efficiency, and long-term security across all life stages.
Retirement Planning
Specialised retirement planning services help clients achieve sustainable income streams and financial security in later life. We assess pension options, tax implications, and care cost requirements while creating adaptable strategies that evolve with changing circumstances. Our approach ensures clients maintain their desired lifestyle throughout retirement while optimising tax efficiency.
Business Planning
Tailored business planning solutions address the complex financial needs of entrepreneurs and company owners. We help develop growth strategies, implement tax-efficient savings structures, and create succession plans that protect both business and personal assets. Our services integrate corporate financial management with personal wealth planning for holistic client support.
Pension Advice
Expert pension advice covering all aspects of retirement savings and income planning. We evaluate existing pension arrangements, recommend suitable investment strategies, and provide guidance on pension transfers and drawdown options. Our recommendations prioritise long-term sustainability while maintaining flexibility for changing personal circumstances.
Investment Management
Professional investment management services that balance growth potential with capital protection. We create diversified portfolios aligned with individual risk profiles and financial objectives. Our approach combines disciplined research with ongoing monitoring to ensure investments remain aligned with both market conditions and clients' evolving needs throughout their financial journey.
Questions
Are you regulated financial advisers?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 606848.
Do you charge for initial consultations?
No, our initial meeting is free of charge to discuss your financial needs and determine if we can help.
What areas do you cover?
While based in Bristol, we provide financial planning services to clients throughout the UK.
How are your fees structured?
We have initial and ongoing fees depending on the service level agreed, which we fully explain during our first meeting.
What happens if my adviser is unavailable?
Our team-based approach ensures continuity of service, with other team members available to assist when needed.
How do I book an appointment?
You can contact us via phone or our website contact form to schedule a meeting at your convenience.
