Chartered Financial Planners in Bristol
Helping You Make Confident Life and Money Decisions
Personal, independent financial planning for individuals, families and business owners at every stage of life
Lampiers is an independent, Chartered Financial Planning firm based in Clifton, Bristol, supporting individuals, families and businesses across the UK.
Our mission is to empower your financial journey by working closely with you as a trusted partner. What truly sets us apart is our Chartered Financial Planner status. According to NextWealth, in 2023, 20% of firms had been awarded Chartered Status. This prestigious accreditation reflects our commitment to ongoing education, actively listening to your needs, and continuously updating our expertise. By maintaining the highest levels of knowledge, we provide the insights and guidance you need to secure a strong financial future.
Individuals and Families
For individuals and families, whether it is saving for retirement, estate planning, wealth management, or finding a mortgage, we have the resources to help you at whatever stage you are at in life. We will partner with you to build a financial plan tailored to your unique goals and priorities.
Professionals
Busy schedules and demanding careers can make financial planning easy to overlook. We are here to help professionals streamline their finances so they can focus on what they do best — without the stress of managing every financial detail. From investment planning to managing tax-efficient savings, we will ensure your financial health keeps pace with your career ambitions.
Retirement
Retirement brings its complexities. How do you protect your savings and ensure a sustainable income? We have crafted a specific retirement strategy to guide you through this critical phase, providing peace of mind and security. Whether you are approaching retirement or already enjoying it, we will ensure your money works as hard as you do.
Business Owners
As a business owner, your focus is often on growth, connections, and team management. But do you have time to plan for your future? We will work with you to secure the proper protections for you, your business, and your family while ensuring you maximise tax-efficient savings and plan a smooth exit strategy or succession.
What Our Clients Say
Meet
The financial planning industry often grapples with an ageing workforce, but at Lampiers, we’ve built a team for the future.
Read
Our mission is to empower your financial journey by working closely with you as a trusted partner. What truly sets us apart is our Chartered Financial Planner status. Visit our blog page to learn more.
Get in touch
Do you have questions? Our friendly staff members are eager to help.
Frequently Asked Questions
Are you regulated?
Yes, we are regulated by the Financial Conduct Authority. You can check this on the FCA register.
Are you independent?
Yes, we are an independent financial planning firm, which means we look across the market to find a solution that matches your goals and expectations.
Do I have to pay for an initial meeting?
No, the initial meeting is a chance for you to get to know us and for us to get to know you. A fee will apply only if you decide to proceed with our proposal. We will outline this at the start of the process.
What do I need to bring to the initial meeting?
We want to get as much from the initial meeting as you do. Consider the following before the meeting to help us craft a plan around you:
- Values: What matters most to you in life?
- Aspirations: Where do you see yourself in the future?
- Concerns: What keeps you up at night financially?
If possible, bring copies of P60s or tax returns, financial statements (bank, pensions, investments, etc.), mortgage details, other liabilities, protection plans, wills and/or trust deeds, and proof of identity.
Do I need to sign up for your services at the initial meeting?
No, we work at a pace you are comfortable with. You will only sign up for our services when you are happy with our proposal. We also understand if you feel now is not the time to proceed. Our goal is to ensure you’re fully confident in what we propose.
How do I book a meeting?
Visit our contact page, and our team will arrange a meeting that fits your schedule.
What are your fees?
We have an initial and ongoing fee. This will depend on the service agreed upon, and we will fully outline these when we meet.
What happens if my financial planner is on holiday?
Lampiers operate on a team basis. This means you are not alone if your financial planner is on holiday. You can call or contact the team at any time during working hours.
What Does Chartered Financial Planners Mean?
A Chartered Financial Planner is a financial adviser who has achieved one of the highest levels of professional qualification and recognition in the UK financial planning industry. It’s a mark of quality, expertise, and ethical standards.
Why Choose Lampiers Financial Planning?
- Chartered Financial Planners: Recognised for professionalism, excellence and expertise.
- Tailored Solutions: Financial plans designed around your unique needs.
- Holistic Approach: Comprehensive planning for all aspects of your financial life.
- Team Support: A collaborative team always ready to assist.
Take the first step toward a brighter financial future today. Get in Touch.
