Chartered Financial Planners in Bristol
Helping You Make Confident Decisions About Your Money
Lampiers is an independent, Chartered Financial Planning firm based in Bristol, helping individuals, families, professionals and business owners across the UK build financial plans around the lives they want to lead.
Bristol-based | Chartered Financial Planners | Independent Financial Advice | Supporting Clients Across the UK
What We Do
Financial Planning
Bring your pensions, investments, tax planning and protection together in one clear financial plan, built around the life you want.
Retirement Planning
Understand when you could retire and how your pensions, savings and investments could help provide the income you need throughout retirement.
Tax-Efficient Planning
Make effective use of available allowances, reliefs and planning opportunities to help grow, protect and pass on your wealth.
Financial Planning Built Around You
Good financial planning does not start with a pension, investment or financial product. It starts with understanding you.
We take time to understand what matters to you: your family, lifestyle, goals, concerns and plans for the future.
We then bring the different parts of your finances together into one clear plan, helping you make informed decisions and stay focused as your life, tax rules and financial markets change.
Who We work With
We support people in Bristol and across the UK who want clear, personal financial advice and typically have £250,000 or more to invest.
People Planning For Retirement
Understand when you could retire, what your retirement might cost and how your pensions and investments could provide an income throughout later life.
Individuals and Families
Build, protect and pass on your wealth while planning for your family, your future and the people who matter to you.
Business Owners
Bring your personal and business finances together, plan tax-efficiently and build financial security beyond your business.
Other Ways We Can Help
Mortgages
Clear, independent advice when buying your first home, moving, remortgaging or investing in property.
Workplace Pensions
Helping employers review their workplace pension arrangements and support the financial wellbeing of their employees.
Our Approach
A personal financial plan, built around your life and reviewed as it changes
Understanding You
We start by understanding your values, goals, family circumstances, finances, investment experience and attitude towards risk.
Building Your Financial Plan
We bring everything together into a clear financial plan and explain our recommendations, the costs, the risks and the actions we believe could help you achieve your goals.
Keeping Your Plan on Track
Financial planning does not stop when the plan is created.
We review your plan regularly and remain available when your circumstances, priorities or concerns change.
Meet the Team
Financial planning is personal, which means the people you work with matter.
Our Bristol-based team combines decades of experience with technical expertise, warmth and clear, down-to-earth advice.
We also work as a team. If your usual financial planner is unavailable, other people at Lampiers who know you can step in to provide continuity and support when you need it.
This photograph was taken in 2026 when the Lampiers team came together to raise money for charity.
Why Choose Lampiers Financial Planning?
Chartered Financial Planning Firm
Chartered status reflects our commitment to high professional standards, technical expertise and ongoing development.
Independent Advice
We are not tied to a particular investment or product provider, allowing us to consider solutions from across the market.
More Than 35 Years of Financial Planning
Lampiers was established in Bristol in 1988, giving us decades of experience helping clients through different stages of life and changing financial markets.
A Team Around You
You are supported by more than one person. Our team-based approach provides continuity and means there is someone available to help when you need us.
Planning That Starts With You
Your financial plan is built around your circumstances, priorities and the life you want to lead, rather than around a financial product.
Button: Find Out More About Lampiers
What Our Clients Say
Latest News and Insights
Straightforward articles and guides covering financial planning, retirement, investments, tax and some of the decisions we regularly discuss with clients.
- How to Stay Invested Without Stressing About Market Headlines
- Understanding Investment Risk: Why a Balanced Portfolio Matters More Than Hot Tips
- Why Multi-Asset Investing Is the Bedrock of Financial Security
- Why Retirement Has Changed
- Tax-Efficient Retirement Planning: Strategies for 2026 and Beyond
Start With A Conversation
You do not need to have everything worked out before speaking to us.
An initial conversation gives us the opportunity to understand what you want to achieve, explain how we work and help both of us decide whether Lampiers is the right fit for you.
There is no obligation to proceed.
Frequently Asked Questions
Are you regulated?
Yes. Lampiers Financial Planning is authorised and regulated by the Financial Conduct Authority.
You can check our details on the FCA register.
Are you independent?
Yes. We are an independent financial planning firm.
This means we are not tied to a particular product or investment provider and can consider solutions from across the market.
Do I have to pay for an initial meeting?
No. Our initial meeting is an opportunity for you to get to know us and for us to understand what you are looking to achieve.
There is no obligation to proceed. If you decide to work with us, we will explain the services we recommend and the fees involved before you commit to anything.
Who do you typically work with?
We work with individuals, families, professionals and business owners in Bristol and across the UK.
Our ongoing financial planning service is typically suited to people with £250,000 or more to invest.
What do I need to bring to the initial meeting?
You do not need to arrive with everything organised.
It can help to think about what matters most to you, what you would like your money to allow you to do and any financial concerns you have.
If readily available, information about your pensions, investments, savings, mortgages, other borrowing, protection policies and income can also be useful.
Do I need to become a client after the first meeting?
No. We want you to feel comfortable with both Lampiers and the financial plan we propose.
You decide whether and when you would like to proceed.
What are your fees?
Our fees depend on the advice and ongoing service you need.
We will explain the likely costs early in our conversations with you and provide a clear breakdown of all fees and charges before you decide whether to proceed.
You will always know what you are paying, what it covers and whether there are any additional costs before becoming a client.
What happens if my financial planner is away?
We work as a team.
That means your relationship is with Lampiers as well as your individual financial planner. If your usual planner is unavailable, other members of the team can help, providing continuity and support when you need it.
What Does Chartered Financial Planners Mean?
Lampiers is a Chartered Financial Planner Firm.
Chartered status reflects a commitment to high professional standards, ethical practice, technical competence and ongoing professional development.
For clients, it provides an additional indication of the standards we commit to maintaining when providing financial advice.
How do I book a meeting?
You can arrange an initial conversation through our website or contact the Lampiers team directly.
We will arrange a time that works for you.