Financial advisers in Bristol

Our IFAs serving Bristol provide a range of financial planning and advice services, including investments, pensions and tax planning.

Clifton Suspension Bridge, Bristol, by Will Dale

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Our nation-wide team includes financial planners serving Bristol. They are passionate about helping people, just like you, manage their money more effectively.

Bristol is a city in the South West of England located on the River Avon, close to its meeting point with the Severn Estuary. The city has a prosperous engineering and maritime history, driven in large part by its association with Victorian engineer Isambard Kingdom Brunel. The Clifton Suspension Bridge, SS Great Britain and Great Western Railway are all reminders to his impact on Bristol’s heritage.

Nowadays, the city is famous for its green initiatives and contributions to the worlds of academia, arts and culture. Bristol is home to the world-famous artist Banksy, and many of his earliest murals can still be seen on walls around the city.

Amber River has a highly qualified team of independent financial advisers serving Bristol. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Financial Advisers serving Bristol

Here are just some of the faces and stories behind our financial advisers serving Bristol.

Simon Ewings
Simon Ewings

Managing Director & Chartered Financial Planner

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Joanne Dale
Joanne Dale

Financial Consultant

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Jacob Rudman
Jacob Rudman

Senior Consultant

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Lee Cleaves
Lee Cleaves

Chartered Financial Planner

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James Thomas
James Thomas

Director & Chartered Financial Planner

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Thomas Shoebridge
Thomas Shoebridge

Financial Consultant

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David Etches
David Etches

Independent Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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