Business Details
34 Years
experience
Expert Financial Planning Services in Bristol
Established in 1992, Charterbridge Financial Planning has built a reputation for delivering tailored financial solutions to individuals and businesses across the UK. Our approach begins with active listening to understand clients' unique circumstances, aspirations, and concerns, forming the foundation for comprehensive financial strategies. As an FCA-authorised firm, we combine regulatory compliance with over three decades of industry expertise to provide clear, jargon-free advice on wealth management, pensions, tax planning, and protection services. Our team of certified professionals prioritises long-term client relationships, offering ongoing support and portfolio reviews to adapt to evolving financial landscapes.With a client-centric philosophy, we specialise in simplifying complex financial matters, from inheritance tax mitigation to retirement planning, while maintaining transparency in all communications. Our proven track record includes guiding clients through significant life transitions, evidenced by testimonials highlighting our ability to transform financial uncertainty into confidence. We serve clients in Bristol, Gloucestershire, and surrounding regions, combining local market knowledge with national regulatory standards to deliver consistent, trustworthy service.
Services
Financial Planning
Protection
Pensions
Wealth Management
Taxation
Details
- Year established: 1992
Highlights and features
- FCA regulated for professional compliance and client protection
- 30+ years of experience in financial advisory services since 1992
- Personalised financial strategies tailored to individual client circumstances
- Comprehensive service portfolio covering wealth management and tax planning
- Proven track record of client satisfaction evidenced by long-term relationships
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Bespoke advice
Tax-efficient solutions
30+ years experience
FCA regulated
Client-focused approach
Services
Financial Planning
We create bespoke financial plans aligned with individual goals, combining investment management, tax efficiency, and risk protection. Our process begins with comprehensive consultations to understand clients' current financial positions and future aspirations. With FCA-regulated expertise, we deliver actionable strategies that adapt to changing life circumstances and market conditions.
Pension Planning
Specialising in retirement income strategies, we help clients optimise pension pots through tax-efficient withdrawals and investment choices. Our services cover workplace pensions, self-invested personal pensions (SIPPs), and inheritance tax planning. Regular reviews ensure clients maintain financial security throughout retirement.
Wealth Management
Our wealth management services focus on growing and preserving client assets through diversified investment portfolios. We offer offshore collectives, unit trusts, and equity management while maintaining compliance with UK regulatory standards. Personalised portfolio reviews ensure alignment with evolving financial objectives.
Taxation
We provide strategic advice on income tax, capital gains tax, and inheritance tax mitigation. Our approach combines legal tax-efficient vehicles with investment structuring to maximise client wealth retention. Regular updates ensure compliance with changing UK tax legislation.
Protection
Our protection services include life assurance, critical illness cover, and income protection policies. We assess clients' personal circumstances to recommend appropriate coverage levels, ensuring financial security for dependants while maintaining affordability.
People
Allan Bullock
Director
With over 30 years' experience since 1992, Allan specialises in wealth management and retirement planning. He has helped clients restructure complex financial situations while maintaining FCA-compliant practices. His expertise in tax-efficient investments has benefited numerous high-net-worth individuals.
Eric and Margaret M. Langstone
Long-term Clients
Having worked with Charterbridge since 1992, this client pair provides testimonial insights into the firm's consistent service quality. They highlight Allan's responsiveness to legislative changes affecting pensions and inheritance tax, demonstrating the firm's ongoing client support.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, pension strategies, tax planning, and protection services tailored to individual client circumstances.
How do you work with new clients?
We begin with detailed consultations to understand your financial situation, goals, and risk tolerance before creating a customised plan with regular reviews.
Which areas do you serve?
While based in Bristol, we serve clients across Gloucestershire, Wiltshire, Newport, and throughout the UK through virtual consultations and office meetings.
Are you FCA regulated?
Yes, we operate under Rosemount Financial Solutions (IFA) Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA reference 535515).
How long have you been in business?
Our director has provided financial advice since 1992, with Charterbridge established as a trading style since 2005 under FCA regulation.
