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Browse retirement planning services in Bristol. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 28 results in Bristol. Average rating 4.0/5 based on 2,271 reviews & ratings.

Directory overview

  • 28 Total businesses
  • 4.0 Average rating
  • 89% With reviews
  • 57% With photos

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  1. 4
    Photo of The Lost Coin Financial Planning Ltd - Financial Advisor Bristol - 5 Loveridge Ct, Frampton Cotterell, Bristol BS36 2NX, UK

    The Lost Coin Financial Planning Ltd - Financial Advisor Bristol

    ★★★★★ 5 Closed

    “I have known Simon Carlin via the last company I worked for before retiring where he came in and set up our company pension scheme and then later when due to government changes in workers pensions Simon came and explained in great detail the best way forward which resulted in changing to the people's pension .When I retired recently I had no hesitation to contact Simon who easily sorted out both of my company pensions into the best available annuities for myself in my retirement ,I would have no hesitation in recommending Simon to anybody needing expert advice”

    Address: 5 Loveridge Ct, Frampton Cotterell, Bristol BS36 2NX, UK
    Phone: +44 117 230 5077
    Website: thelostcoin.co.uk
  2. 5
    Photo of 4 Financial Planning - Bristol & Bath, Science Park, Dirac Cres, Emersons Green, Bristol BS16 7FR, UK

    4 Financial Planning

    ★★★★★ 4.9 Closed

    “Ian has been excellent at providing advice and guidance to achieve my financial goals. Thanks to Ian's diligence, he spotted an error that my provider had made and got it rectified immediately. Thoroughly recommend”

    Address: Bristol & Bath, Science Park, Dirac Cres, Emersons Green, Bristol BS16 7FR, UK
    Phone: +44 117 457 9945
    Website: 4-fp.co.uk
  1. 8
    Photo of Advantage FS - Mortgage and Life Insurance specialist broker - The Carriage Works, London Rd, Bristol BS30 5NA, UK

    Advantage FS - Mortgage and Life Insurance specialist broker

    ★★★★★ 5 Closed

    “We honestly can’t speak highly enough of James from Advantage FS as our mortgage advisor. From the very start he dealt with everything quickly, professionally, and kept us in the loop the whole way through. He was clear, honest and straight-talking, which really helped us feel relaxed and confident about the process. What really impressed us was how hard he worked behind the scenes to make sure we got an excellent mortgage rate and the best product for our personal circumstances. It was clear he genuinely cared about getting us the right deal rather than just any deal. He took the time to understand our situation properly and gave advice that felt genuinely tailored to us, not just off-the-shelf. His dedication and effort really made a huge difference. On top of all that, James is friendly, down-to-earth and very easy to chat to. No question ever felt silly, and he explained everything in a straightforward way that made sense. He made what could’ve been a stressful experience feel smooth, well-organised and totally manageable. We’re really grateful for everything he’s done and wouldn’t hesitate for a second to recommend him to anyone looking for brilliant mortgage advice and someone you can trust to make your mortgage process much less stressful!”

    Address: The Carriage Works, London Rd, Bristol BS30 5NA, UK
    Phone: +44 117 442 0604
    Website: advantagefs.co.uk
  2. 10

    Dupree & Co

    ★★★★★ 4.9 Closed

    “Would like to highly recommend Phillip, he’s been truly amazing supporting my mortgage journey. Outstanding service from start to finish, easy communication, rapid responses I really couldn’t have completed so fast without him! I’ll definitely be back in touch in the future and would recommend to everyone I know! Thanks Dupree & Co for making it possible!”

    Address: B5, Kestrel Court, Waterwells Dr, Quedgeley, Gloucester GL2 2AT, UK
    Phone: +44 1453 852900
    Website: dupreeandco.com
  1. 11
    Photo of Reassured - Redwood House Brotherswood Court, Almondsbury Business Park, Bradley Stoke, Bristol BS32 4QW, UK

    Reassured

    ★★★★★ 4.9 Closed

    “Lewis Short was excellent at engaging with me. He showed a genuine interest in my circumstances and helped give me options of policies. I would highly recommend reassured, they are professional, courteous, they pick up the phone when you call and they will call you back. Very efficient. I would use them again.”

    Address: Redwood House Brotherswood Court, Almondsbury Business Park, Bradley Stoke, Bristol BS32 4QW, UK
    Phone: +44 808 168 2025
    Website: reassured.co.uk
  2. 12

    Polish Brokers Ltd - Kredyty hipoteczne i Ubezpieczenia w UK - Polscy doradcy finansowi w UK

    ★★★★★ 4.9 Open

    “I had a fantastic experience working with Katarzyna. From start to finish, she was professional, knowledgeable, and incredibly responsive. If you're looking for a trustworthy and efficient broker, I highly recommend Polish Brokers.”

    Address: Unit 1, Regal House, Woodlands, Bradley Stoke, Bristol BS32 4NQ, UK
    Phone: +44 7591 077010
    Website: polishbrokers.co.uk
  3. 14
    Photo of Saturday Financial - Yellingmill Ln, Downside, Shepton Mallet BA4 4JT, UK

    Saturday Financial

    ★★★★★ 5 Closed

    “We dealt with Tom who helped me and the hubby with our life insurance and got us a really good deal. We went to quite a few places and no one could beat what Tom did us. Really polite and well mannered too :)”

    Address: Yellingmill Ln, Downside, Shepton Mallet BA4 4JT, UK
    Phone: +44 1749 346147
    Website: saturdayfinancial.co.uk
  4. 15

    Futures Protected

    ★★★★★ 5 Closed

    “I recently approached Ben regarding income protection for myself. I’m quite often a worrier, and as a director of my own business there was always a worry as to what would happen I was unable to work. However the market seemed like a bit of a minefield, and I had honestly no idea what I should be expecting from a Income Protection policy. Ben, however, really took the time to understand me and what I was looking for, to explain in great detail the ins and outs of the products. He was not only able to find me the perfect Income Protection product, but also a fantastic Life Insurance and Critical Illness policy that totaled less than I had expected to pay for the income protection alone. It made such a huge difference being able to talk to someone at a human level, to really find a solution that worked for me. I now have peace of mind that should the worst happen, both my own income and my finace will be secure. I have already recommended Futures Protected to additional family members, and would have no hesitation doing so again.”

    Address: Biz Space Equinox South, Bradley Stoke, Bristol BS32 4QL, UK
    Phone: +44 117 979 0118
    Website: futuresprotected.co.uk
  1. 16

    MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

    ★★★★★ 5 Closed

    “Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???”

    Address: Alexander House, James St W, Bath BA1 2BT, UK
    Phone: +44 1225 471100
  2. 17
    Photo of Fosters Mortgages - 20 Fairleigh Rd, Clevedon BS21 7XA, UK

    Fosters Mortgages

    ★★★★★ 5 Closed

    “Foster mortgages were recommended to me by a friend and I am very thankful he was. Re-mortgaging has never been easier. Neville found me the best deal and was very professional and efficient throughout the whole process. Always available to answer any of my questions. I would 100% recommend and will definitely be using Foster mortgages again.”

    Address: 20 Fairleigh Rd, Clevedon BS21 7XA, UK
    Phone: +44 1275 541548
    Website: fostersmortgages.co.uk
  3. 18
    Photo of Ellis James Financial - The Common, Bradley Stoke, Bristol BS34 6AS, UK

    Ellis James Financial

    ★★★★★ 4.9 Closed

    “Greetings just wanted to leave a review, we were recommended by a friend about James this was my first time buying a home an I can say James was absolutely fantastic from start to finish we had a few little Hurdles with the mortgage people, contacted James an he was straight on the case. Would highly recommend James. Cheers”

    Address: The Common, Bradley Stoke, Bristol BS34 6AS, UK
    Phone: +44 117 435 3040
  4. 19

    Consilium Asset Management

    ★★★★★ 4.8 Closed

    “Consilium Asset Management has been invaluable in helping me to sort out my pension plan. They are very knowledgeable and have provided clear information and solid advice on how best to proceed with my financial situation.”

    Address: Vayre House, Hatters' Ln, Chipping Sodbury, Bristol BS37 6AA, UK
    Phone: +44 1454 321511
    Website: consilium-ifa.co.uk
  5. 20
    Photo of Druid Stoke Care Home - Bupa - 31 Druid Stoke Ave, Bristol BS9 1DE, UK

    Druid Stoke Care Home - Bupa

    ★★★★☆ 4.7 Open

    “We visited with our classic cars to show the residents. Everyone was very friendly and welcoming. There were smiles all round which made the visit very special for us. We would definitely be happy to show our car to the residents again (please let us visit again :) ). The ladies who organised for us to be there were absolutely lovely.”

    Address: 31 Druid Stoke Ave, Bristol BS9 1DE, UK
    Phone: +44 117 911 7682
    Website: bupa.co.uk
  1. 22

    Pinniger Finch & Co

    ★★★☆☆ 3.4 Closed

    “I have just completed a sale of my property via David @ Pinniger Finch. The sale was not straight forward but David was fantastic and managed deal with everything that was thrown at him from the buyers side. I would also say that Pinniger Finch are excellent value for money when compared to others. Thank you.”

    Address: 35 Church St, Westbury BA13 3BZ, UK
    Phone: +44 1373 823791
    Website: pinnigerfinch.com
  2. 24

    Stephen Gisby

    ★★★☆☆ 3 Open

    “Was nearly put off by reviews but thought I’d risk it as was quoted £40 to get some documents notarised vs £200+ Quoted by other law firms. Like the other reviews suggested, I went to his house, he notarised my documents and was in and out for a fraction of a price quoted by others and found Stephen was pleasant and polite. I would recommend using Stephen when needing a simple notarisation you can get in person, as little can go wrong as other reviews have complained about delays with postage.”

    Address: Park House, 10 Park St, Bristol BS1 5HX, UK
    Phone: +44 117 915 4562
    Website: stephengisby.co.uk
  1. 26
    Photo of Buck - Temple Circus House, Unit 8 Temple Way, Redcliffe, Bristol BS1 6HG, UK

    Buck

    ★★☆☆☆ 2.3 Open

    “Big Commercial Brokers, good for all types of insurance cover needs”

    Address: Temple Circus House, Unit 8 Temple Way, Redcliffe, Bristol BS1 6HG, UK
    Phone: +44 117 910 1101
    Website: buck.com