The modern approach to your financial future

WP Financial Services provides financial planning advice and services to individuals, trustees and charities. Any advice we provide you with, or plans we help you put in place, are based entirely on what you want to achieve. Your goals, your values and your aspirations are at the centre of what we do. We create long-term relationships with our clients based on trust, transparency and mutual understanding.

Your financial interests are at the heart of every decision we make and we firmly believe that good financial advice should never be about selling products. That is why we are completely independent; giving you clear information, empowering you to take control of your financial future and providing excellent and personal service at all times.

What we do

We work with individuals, trustees and charities to provide a full range of financial planning services, including pension, investment, protection and portfolio management.

How we do it

Everyone is different and we work to fully understand your values, goals, dreams and aspirations before working with you to develop a totally personalised financial plan.

Who we are

WP Financial Services is a modern, forward-thinking, values-based financial planning practice, based in Redland, Bristol.