Four Wealth Management Ltd - Bristol

Oliver Palmer

Tom helped me with my retirement planning. He investigated my old workplace pensions and helped consolidate the ones that were not performing well. This clear plan has given me the confidence that I can retire when I want, with a good level of income and financial security. He has been professional throughout and I highly recommend him and the team in Clifton at Four Wealth Management.

John Moysen

I am delighted to share my extremely positive experience with Four Wealth Management in Clifton, Bristol, specifically regarding their exceptional expertise in providing financial advice in pensions/retirement and inheritance tax planning. As someone seeking professional guidance in these areas, I can confidently say that Four Wealth Management surpassed all my expectations.

From the moment I contacted them, the team at Four Wealth Management demonstrated a high level of professionalism, knowledge, and commitment to helping me secure a comfortable retirement and minimize potential inheritance tax liabilities. Their approach was highly personalized, tailoring their advice to my specific requirements and financial goals.

First and foremost, Four Wealth Management's guidance on pensions and retirement planning proved invaluable. Their team thoroughly evaluated my current financial circumstances, taking into account my income, assets, and future aspirations. With remarkable proficiency, they devised a comprehensive strategy that addressed my long-term retirement needs, ensuring peace of mind and financial security during my golden years.

The team's expertise extended to inheritance tax planning, where their recommendations were truly exemplary. Understanding the complexities and potential implications of inheritance tax can be overwhelming for most individuals, but Four Wealth Management simplified the process for me. They carefully assessed my situation, identifying effective strategies to mitigate any potential tax burdens. Such insights were invaluable and have provided me with the confidence that I will not be faced with unnecessary financial constraints in the future.

Apart from their exemplary knowledge and expertise, I must commend Four Wealth Management's outstanding customer service. Every interaction with their staff has been pleasant, professional, and reassuring. They always made time to address my concerns promptly and thoroughly, ensuring that I fully understood all aspects of their advice.

In summary, Four Wealth Management in Clifton, Bristol has proven to be an excellent choice for financial advice in pensions/retirement and inheritance tax planning. Their personalized approach, comprehensive strategies, and commitment to high-quality customer service have set them apart from other financial advisors.

I wholeheartedly recommend Four Wealth Management to anyone seeking reliable and knowledgeable professionals who can guide them through the complexities of pensions, retirement planning, and inheritance tax. Their expertise will undoubtedly help ensure a secure financial future for you and your loved ones.

OLIVER ROBINSON

Four Wealth Management in Clifton helped me with my pension and investment planning. I now have a plan in place as I am building my wealth towards retirement in the future. Thanks to Tom and all the team for their continued help and support

Jaimee Everitt

Since becoming a client of Four Wealth Management in Clifton, I now have a clear financial plan in place. This has given me a structure to help me make good financial decisions to ensure I have enough money in later life. This has given me peace of mind knowing that I will have a high level of financial security in retirement.

Ewelina Singh

I came to Four Wealth Management looking for help consolidating my pensions that I accumulated throughout different jobs in my career so far. My financial adviser met me in person and explained all of my options to me in detail. The office in Clifton Village was easy to find.

David Kent

I had a great experience with Four Wealth Management. I am a contractor and had set up various small pensions over the years. After a thorough financial health check, carried out by consultant Mette Jensen, all my accounts were amalgamated into one portfolio. I can easily access the figures online at any time and my new investments are performing much better than they were before. The service has been professional, friendly and efficient. Heartily recommended!

Sharon Jackson

We are delighted with Ryan’s help and advice and really appreciate his expertise and professionalism. Would not hesitate to recommend him to anyone needing to plan their retirement. Thanks Ryan 🙂

Radoslaw Owsianka

I would highly recommend Four Wealth Management. I met my financial adviser Rewi in their Clifton office. He was very professional and explained my pension options clearly to me and answered all my questions.