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Financial Adviser in Bristol

Adrian Harding

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


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My Financial Advice Process

1

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.

2

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

3

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.

4

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.

Financial Guidance