Bristol Financial Ltd

Having brought up a family of four children, all of whom have gone through university, Rob is well aware of the pressures that financial planning can bring to families and he brings this understanding and sensitivity to his business practice.

Our company motto is "planning today for a better tomorrow"

Bristol Financial Ltd listen to what their clients have to say and make every endeavour to seek sensible and sound solutions to their client's aspirations for a more sound, profitable and secure tomorrow.

Our web site is not a complex one but will give you a good idea of the services we offer. We are a very approachable company and value our clients.

How we work:

Our independence: in common with most Independent Financial Advisers we are free to advise on every financial product from every product provider in the market.

Our sophisticated computer software helps us to select the most suitable products to meet a client's particular financial objectives. Bristol Financial Ltd check the finer points (i.e. read the small print ) of every product recommended.

Your objectives: unlike some independent financial advisers and almost all 'advisers' from banks and building societies, Bristol Financial Ltd focuses on our clients' needs, aspirations and financial objectives, rather than products. We offer guidance right across the board, with particular emphasis on areas that can easily be overlooked by less experienced advisers.

Effective Planning: we may cover such diverse issues as writing policy death benefits in trust, arranging 'enduring powers of attorney', inter-vivo life cover, restructuring debt or investment, assignment or sale of existing policies, re brokering life cover and re-writing of wills to include nil band rating- all areas neglected by most clients and some advisers.

Relationships Count: our aim at Bristol Financial is to establish permanent relationships with clients looking for ongoing advice, to help them achieve anything from short term financial objectives to a lifetime financial plan. We actively encourage regular reviews to ensure the continuing suitability of our initial recommendation.

To get the most from our service: you will need to be prepared to set aside sufficient time to talk to us and to provide us with as much information as possible about your present financial position. We need to know your main concerns and, where possible, any specific financial goals and aspirations. This allows us to give the attention to detail and bespoke service we feel our clients deserve. In many cases, we are able to make recommendations and arrangements which clients would be unable to make for themselves.

Looking forward to hearing from you
Best Wishes
Rob Rowley