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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 and protection.

I run a financial planning and advice business which allows clients to receive advice on the best financial solutions for their needs, whether this be individuals, couples or corporate clients.

I put clients at the forefront of the advice process and offer a free, no obligation first meeting. I work as an independent financial adviser in Bristol and provide financial advice to customers in the surrounding areas including.

If you are looking for an experienced independent financial adviser in Bristol, 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