Business Details
38 Years
experience
Chartered Financial Planning Services in Bristol
Lampiers Financial Planning is a Chartered Financial Planning firm established in 1988, serving individuals, families, professionals, and business owners across the UK. Our client-focused approach prioritises your financial goals, values, and long-term security. With over 35 years of expertise, we deliver tailored solutions in retirement planning, pension advice, investment management, and business financial strategy. As an independent firm regulated by the Financial Conduct Authority, we combine Chartered excellence with a commitment to continuous professional development.Our team-based service ensures seamless support, even when individual planners are unavailable. We specialise in holistic financial planning that evolves with your life, offering transparent advice without product bias. Our legacy of trust, built over 80 years of combined industry experience, underpins our mission to empower clients through personalised financial strategies.
Services
Financial Planning
Retirement Planning
Business Planning
Pension Advice
Investment Approach
Mortgage Advice
Details
- Year established: 1988
Highlights and features
- We hold Chartered Financial Planner status, achieved by only 20% of UK firms
- Our team-based approach ensures continuous support regardless of individual availability
- Tailored financial strategies aligned with your personal values and life goals
- 35+ years of experience serving individuals and businesses across the UK
- Independent advice with access to the full market for unbiased recommendations
Associations and certifications
- Chartered Institute for Securities & Investment (CISI)
- Financial Conduct Authority (FCA)
What people say
Extremely professional
Efficient team
Reassuring advice
Straightforward manner
Invaluable knowledge
Services
Financial Planning
Our holistic financial planning process begins with understanding your unique circumstances and long-term goals. We create customised strategies that adapt to life changes, covering investment management, tax efficiency, and estate planning. With a focus on client values, we help individuals and businesses achieve financial security through ongoing, transparent advisory services.
Retirement Planning
We develop tailored retirement income plans considering pension drawdown options, tax implications, and sustainable income streams. Our advice addresses care cost planning and intergenerational wealth transfer, ensuring your retirement strategy aligns with your desired lifestyle while maintaining investment flexibility through market cycles.
Business Planning
Specialised financial solutions for business owners covering succession planning, tax-efficient savings, and growth strategies. We integrate personal and business finances to create exit strategies that protect both your enterprise and personal wealth, while providing ongoing support for evolving commercial challenges.
Pension Advice
Expert guidance on pension consolidation and transfer decisions, evaluating defined benefit schemes against personal circumstances. We assess risk factors, long-term benefits, and tax implications to ensure informed choices that align with your retirement objectives while maintaining regulatory compliance.
Investment Management
Customised investment portfolios built on disciplined research and clear objectives. We balance growth potential with capital protection, regularly reviewing and adjusting strategies to reflect changing market conditions and evolving client needs while maintaining transparent fee structures.
Questions
Are you regulated financial advisers?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 606848.
Do you offer independent financial advice?
As an independent firm, we provide unbiased advice across the entire market to find solutions matching your goals.
Is there a fee for initial consultations?
The initial meeting is free, with fees applying only if you proceed with our proposed services.
What documents should I bring to our first meeting?
Please bring financial statements, tax returns, pension details, mortgage information, and proof of identity.
How are your financial planning fees structured?
Fees depend on service complexity and are fully explained during our initial consultation meeting.
What happens if my financial planner is unavailable?
Our team-based approach ensures continuity, with other team members available to assist during any absence.
