Financial Advisers in Bristol
Continuum Financial Services has seven independent advisers working across Bristol and the surrounding area. They help people in the city plan their finances with confidence, from pensions and retirement through to investments, savings, mortgages, protection and estate planning.
Because we are independent, we advise from across the whole market rather than from a restricted range of products. Your first meeting is free, and a fee will not be charged without your prior agreement.
Meet your Bristol advisers
Seven Continuum advisers cover Bristol, including three Chartered Financial Planners and a dedicated mortgage and protection specialist. You will work with one named adviser who gets to know you and stays with you as your circumstances change.
Lisa Anderson
Chartered Financial Planner
Bristol
Brad Fry
Independent Financial Adviser
Bristol
Nathan Stacey
Independent Financial Adviser
Portishead
Nick Foley
Chartered Financial Planner
Bristol
Richard Higgs
Chartered Financial Planner
Bedminster
Marc Sullivan
Independent Financial Adviser
Bristol
Mike Jarrett
Mortgage & Protection Consultant
Bristol
How our Bristol advisers can help
Pension and retirement planning
Whether you are building your pension pot, approaching retirement or already drawing an income, the decisions you make now shape your finances for decades. We help you make sense of your options and build a plan that works for your circumstances.
Inheritance tax and estate planning
More families are being drawn into the scope of inheritance tax than ever before, particularly with rising property values. We can help you understand your position, explore your options and put a plan in place to protect what you have built.
Investments and wealth management
From ISAs and general investment accounts to more complex portfolio planning, we help you invest in a way that matches your goals, your timeline and your attitude to risk. Our advice is independent, which means we search the whole market on your behalf.
Life insurance, critical illness cover and income protection exist to protect your family and your finances if the unexpected happens. We review the whole market to find the right cover at the right price for your situation.
Whether you are buying your first home, moving, remortgaging or releasing equity, our advisers can help you find the right solution across the whole market rather than being limited to a single lender’s products.
From protecting your business and key people to planning your own exit strategy, we work with business owners to build financial plans that cover both their professional and personal goals.
Areas we cover around Bristol
Our advisers meet clients across Bristol, including the city centre, Bedminster, Clifton and Portishead, as well as the wider area taking in North Somerset and South Gloucestershire. We can visit you at home, meet somewhere convenient, or speak online, whichever suits you.
Why people in Bristol choose Continuum
Genuinely independent
We recommend from the whole market, with no product targets and no commission bias.
Chartered expertise in Bristol
Three of our Bristol advisers are Chartered Financial Planners, the highest professional standard in financial planning, and one specialises in mortgages and protection.
Local advisers, national firm
You get someone who knows the area, backed by a national practice with in house paraplanning, compliance and administration.
Recognised nationally
Continuum was named Adviser Firm of the Year at the 2026 Professional Adviser Awards and is a Top 100 FT Adviser firm.
Clear on cost
Your first meeting is free and a fee will not be charged without your prior agreement.
How we meet you in Bristol
Where you meet is up to you and your adviser. Some of our Bristol advisers work from their own offices in and around the city, others will visit you at home or meet somewhere convenient, and all of them can meet online or by telephone. To arrange a first meeting, call or email our head office and we will put you in touch with the right adviser.
0345 643 0770
[email protected]
Common questions
Continuum advisers are based right across Bristol and the surrounding area, including the city centre, Bedminster and Portishead. Some work from their own offices, and all of them can visit you at home, meet somewhere convenient, or speak with you online or by telephone.
We are Continuum Financial Services LLP, an independent advice firm with its head office in Plymouth and advisers across the UK. We are entered on the Financial Services Register under number 802331. Other firms use the Continuum name and are not connected to us.
Your first meeting is free and there is no obligation to go ahead. If you decide to proceed, we explain the cost clearly beforehand. A fee will not be charged without your prior agreement.
Yes. Continuum is an independent financial advice firm, which means we advise from across the whole of the market rather than from a restricted panel of providers.
Bristol city centre, Bedminster, Clifton, Portishead and the wider area including North Somerset and South Gloucestershire.
Nothing is essential. It helps if you have details of any pensions, investments, savings or protection policies you already hold, but your adviser can help you gather these if you would rather.
Not sure where to start?
A free initial consultation costs nothing and commits you to nothing.