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Bristol & West Financial Services Ltd

2 Reviews
Member 11+ Years
597114
Trym Lodge
1 Henbury Road
Westbury-on-Trym
Bristol
BS9 3HQ

Tel:
0117 959 ****


schedule Open : Closes at 17:00keyboard_arrow_down
Mon - Fri: 09:00-17:00
Sat: 09:00-16:00
Sun: Closed

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Member since : 22 Jul 2014
Manually reviewed : 3 May 2022
Last updated : 3 May 2022

About Bristol & West Financial Services Ltd


With over 40 years experience in offering financial advice to individual and business clients Bristol and West Financial Services ltd offer personal service to our clients with a choice of charging structure to suit most pockets. We pride ourselves on working to a set structure, this allows full understanding of the process whether for protection, investments, pensions, private medical insurance, mortgages, general insurance and savings. We are also proud of our investment process which allows us to match investments to client risk rating and review, change if and when required.

Bristol and West Financial Services ensure that all their financial planning advisers are Diploma qualified as a minimum.

Both the Directors of a Bristol and West Financial Services are also Advisers with their own clients. This helps the Directors understand the needs of the business and most importantly the needs of the clients.

2 FreeIndex Reviews

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Brenda Brown
Bath
I wanted to invest some money that was sitting in a cash ISA. Bristol and West took me through an investment process that was easy to understand and gave me comfort that my investment was not being placed in something that was to risky for me.
Bobbie Schuler
Bristol
I needed advice on my investments. This was explained in simple plain English and for the first time I could understand what my different investments where doing for me.

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Ltd Company No: 05716323
Made with love in Bristol, UK