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Financial Adviser in Bristol

Sam Teller

I am an Independent Financial Adviser in Bristol and have worked in financial services for over 20 years and specialise in pensions, investments, equity release, protection and Ethical/ESG investments.

Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, individual basis.

 I am passionate about helping clients invest Ethically and Socially Responsibly. I have a detailed knowledge in this developing area of financial planning.

I pride myself on providing the highest level of customer service and building long term relationships with clients and working with you for the whole journey. My emphasis is on clear communication, so my clients fully understand the facts and recommended solutions, enabling you to make well-informed decisions regarding your personal finances.

If you are looking for an experienced independent financial adviser in Bristol and surrounding areas, please get in touch to book your free initial consultation.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance