Financial Planning - Answering your questions including "How much is enough?"

Retirement Planning - When can I retire? How do I manage my pensions?

Estate Planning - How can I reduce any inheritance tax due on my estate?


Financial Advisor Bristol

The Lost Coin Financial Planning Ltd is a leading financial advisor in Bristol. We provide professional financial advice for a number of matters such as retirements, investments, estates and much more. Our team works with clients from across the local area and we take great pride in being one of the leading financial advisors in Bristol. No matter what type of financial advice you might require, you can count on The Lost Coin Financial Planning Ltd. We work closely with each and everyone of our clients, whether it’s one-off financial advice they need or a long term financial plan. With years of experience working as financial advisors in Bristol, we have the skills and knowledge needed to provide our clients with expert advice relating to their finances. So, if you’re searching for “Financial Advisor Bristol”, then you’ve come to the right place. For more information or to arranage a meeting to discuss financial advice, be sure to get in touch with The Lost Coin Financial Planning Ltd today.

Professional Financial Advice in Bristol

When it comes to financial advice in Bristol, we provide a comprehensive range of services. Whether it’s an investment you’re looking to make, retirement planning or something else, we have you covered. As a local company we are committed to being ethical and responsible financial advisors in Bristol. Over the years we have worked with all types of clients and their wider families, assisting in all aspects of financial affairs. Our bespoke financial advice service is designed to be tailored around you and your needs. If you’d like to arrange a meeting with a financial advisor in Bristol or any of the surrounding areas, then please don’t hesitate to contact us. One of our team is always on hand to answer questions and deal with enquiries.

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Financial Planning

Financial planning is really quite simple – “spend less than you earn”. However, life is complicated as we like to change jobs, homes, start a family, care for the young and the old. This is where savings (in the form of cash, investments and pensions), mortgages and protection plans become useful.

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Retirement Planning

Retirement Planning forms a part of Financial Planning, with a specific focus on retirement and pensions, but also any other resources you may have. This can include savings, ISAs, investments, shares, other property, state pensions, inheritances.Fundamentally you need to think about three questions.

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Estate Planning

The key to estate planning is to understand the full value of your estate, the nature of those assets on death and how you would like the proceeds divided between your loved ones, wider family, friends and charity. Certain assets such as commercial property, farmland, private company and some AIM listed shares attract valuable tax reliefs.

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Local & Independent Financial Advisors in Bristol

We take great pride in being local and independent financial advisors and that’s why we have become the first port of call for many people in the local Bristol area. As expert financial advisors we have the knowledge and expertise needed to develop personalised financial plans that are aimed at achieving the best financial goals for you. Our service isn’t limited to just investments, we can also provide advice on savings, tax and future financial planning. When you choose The Lost Coin Financial Planning Ltd, as your chosen financial advisor in Bristol, we’ll work with you regularly to ensure your plan remains on track and any adjustments are made based on changes to your financial situation to ensure your future remains financially steady.

One of the most important things to remember is anyone can work with a financial advisor, regardless of their age, finances or the stage of life they are at. If you are concerned by your finances, don’t have time to effectively manage them or find them overwhelming, then it could be the sign you need a financial advisor in Bristol. We can provide bespoke finance advice and plans to ensure you’re making the most of your financial situation. We are well-known across the Bristol area for the financial services we offer and no matter what your situation might be, we are on hand to help.

Searching for “Financial Advisor Bristol” - Choose The Lost Coin Financial Planning Ltd

If you’re looking for a local financial advisor in Bristol, then The Lost Coin Financial Planning Ltd is the right choice for you. We have years of experience working in the industry, which has helped us to earn a reputation as one of the best financial advisors in Bristol. We provide professional and independent financial advice to help you make the best decisions regarding your finances and future. We are committed to being a responsible financial service and are regulated by the FCA. For more information or to arrange a meeting with one of our Bristol based financial advisors, be sure to get in touch with us. One of our team is always on hand to assist. We also work with clients in Portishead, Chipping Sodbury, Frampton Cotterell, Patchway, Winterbourne, Yate, Chippenham, Clevedon and Filton

Financial Advisors Bristol - Frequently Asked Questions

What is a financial advisor?

A financial advisor is a person that is responsible for managing a person’s finances, covering things such as investments, savings and much more. Financial advisors undergo specific training and are regulated by the FCA to ensure they are offering ethical and fair services to their clients.

What does a financial advisor do?

A financial advisor is there to provide advice on both personal and business finances. At The Lost Coin Financial Planning Ltd, we undertake financial advisor services such as financial planning, retirement plans, savings, investments and much more. Contact us today for more information.

How much does a financial advisor cost?

The cost of using a Bristol financial advisor will depend on a number of factors such as the services you require, the work involved and whether you require a one-off or annual service. Contact us today and we'd be more than happy to discuss your requirements.

Do I need a financial advisor?

If you have a large amount of money that’s just sitting in a bank or you don’t feel like you’re managing your money well, then you might need a financial advisor. Financial advisors are there to help you make more informed decisions about how to handle your money and what to do with it.

How to I book an appointment with a financial advisor?

If you'd like to book an appointment at The Lost Coin Financial Planning in Bristol, with one of our financial advisors, then all you need to do is fill in our contact form or email us and one of our team will get back to you. Alternatively, you can call us on 0117 230 5077.


Latest News

Do I Need A Financial Advisor?
Do I Need A Financial Advisor?

The simple answer is Yes. No matter how old you might be or what your financial position might be, a financial advisor will… View Article

Client Stories

Case Studies

In late 2013 I was introduced to a wealthy couple William and Margaret, age 58 and 59. They both had good jobs, a lovely old cottage, a French holiday home, one buy to let property, mortgage free and almost £0.5 million in investments

Read about how we helped our client.

The Lost Coin Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. We are listed on the Financial Services Register reference 672057.

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