Financial Adviser in Bristol

Adrian Harding

07494492377

Adrian.harding@trulyonline.co.uk

I am an Independent Financial Adviser in Bristol, with 30 plus years experience in the financial services industry. I specialise in the areas of pensions, investments and estate planning. I offer clients a free initial meeting to discuss their financial goals.

Having started my career in financial services in the 1980s, I became a Pensions Technical Manager at Zurich in the 1990s, before becoming an Independent Financial Adviser at James Hay in 2001. In 2009 I set up my own IFA firm specialising in pensions, investments and estate planning. I enjoyed my 9 years building this company before joining Truly Independent in 2019. This is an exciting chapter in my working life; working within a hugely supportive company, and allowing me to spend more time working with my clients, providing truly independent financial advice.

I work as a financial adviser in Bristol and provide financial advice to customers in Bristol and the South West.

Your initial meeting is complimentary.

Financial Advice Services

Pension

Investment

Protection

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.