0117 901 2242
Trusted Financial Advice in Bristol, Bath & Surrounding Areas
Helping You Build a Secure Financial Future
At Strong Financial Solutions, we provide personalised financial advice to individuals and businesses across Bristol, Bath, Weston-super-Mare, Portishead, Clevedon, Gloucestershire, Exeter, and North Somerset. Our goal is to make financial planning approachable, straightforward, and effective so you can feel confident about your future.
We understand that financial decisions can feel overwhelming. That’s why we offer clear, jargon-free advice tailored to your unique circumstances. Whether you’re looking to consolidate pensions, invest wisely, reduce inheritance tax, or protect your family’s future, we’re here to guide you every step of the way.
Book a no-obligation Consultation and take the first step towards a more secure financial future.
Strong Financial Solutions is not a business in it's own right, it is a trading name of Strong Mortgage Solutions Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Our Services - Tailored to Your Financial Goals
Pension Advice & Retirement Planning
Are you wondering how much you'll need for retirement or how to combine multiple pension pots? We help simplify retirement planning by offering advice on:
- Pension consolidation to make your retirement planning simpler and more effective.
- Forecasting how much you’ll need to maintain your lifestyle after retirement.
- Explaining pension drawdown options, annuities, and how to maximise your pension savings.
Learn More About Pension Advice and start planning for the retirement you deserve.
Investment Advice to Grow Your Wealth
Looking to make your money work harder? Whether you're investing an inheritance or planning for long-term growth, we provide straightforward, tailored advice. We help with:
- Exploring investment options suited to your personal goals and risk levels.
- Guidance on ethical and sustainable investments that align with your values.
- Helping you understand market risks and opportunities for long-term wealth growth.
Discover Investment Opportunities and let’s discuss the best way to grow your financial future.
Inheritance Tax (IHT) Planning
Worried about how much of your estate will be passed to your family? We provide expert inheritance tax planning to help you:
- Understand IHT thresholds and how they apply to your estate.
- Use gifts, trusts, and strategic planning to reduce tax liabilities.
- Create a plan that ensures more of your wealth is passed on to loved ones.
Find Out About IHT Planning and protect your family's financial future.
Life & Sickness Insurance (Protection)
How would your family cope financially if the unexpected happened? We offer tailored advice on protection policies, ensuring peace of mind for you and your loved ones.
- Life insurance options to secure your family’s financial future.
- Critical illness cover to support you if serious health issues arise.
- Income protection to maintain your lifestyle if you're unable to work.
Learn More About Protection Options and ensure your family’s future is secure, whatever happens.
Mortgage Advice – Getting the Right Deal
Finding the right mortgage can be complex, but we make it straightforward. Whether you're buying your first home, moving, or remortgaging, we provide clear, personalised advice.
- Specialist support for first-time buyers navigating the process.
- Guidance for remortgaging to secure better rates.
- Advice for unique situations, such as self-employed clients or complex circumstances.
Visit Our Dedicated Mortgage Website to learn more about securing the right mortgage for you.
Wills & Lasting Power of Attorney – Secure Your Wishes
While we offer this through a trusted referral service, we ensure you understand why having these in place is essential:
- Guidance on creating a legally binding Will.
- Advice on setting up Lasting Power of Attorney for peace of mind.
Get Referral Information for Wills & LPAs to protect your wishes and assets.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Why Choose Strong Financial Solutions for Financial Advice?
- Personalised, one-to-one advice tailored to your specific goals.
- Local expertise in Bristol, Bath, and surrounding areas.
- Clear, jargon-free guidance to simplify complex financial topics.
- Flexible appointments, available remotely or in person.
- Focused on building long-term financial security for you and your family.
Book a no-obligation Consultation or Learn More About Our Services today and take control of your financial future.
Areas We Cover
We provide expert financial advice across:
- Bristol (including Clifton, Bedminster, Redland, Southville)
- Bath
- Weston-super-Mare
- Portishead
- Clevedon
- Gloucestershire
- Exeter
- North Somerset
Frequently Asked Questions
How Do I Start Planning for Retirement?
We start with a no-obligation consultation to understand your current pension arrangements and retirement goals. From there, we provide tailored advice for securing your future.
How Can I Reduce Inheritance Tax?
There are several strategies, including using trusts, lifetime gifts, and pension planning. We’ll guide you through the options to suit your situation.
What is the Best Investment Option for Me?
Investment strategies depend on your risk tolerance, goals, and timeframes. We provide advice on ethical investments, ISAs, and diversified portfolios.
Ready to Secure Your Financial Future?
Don't leave your financial future to chance. With Strong Wealth, you’ll receive clear, personal advice that helps you achieve financial security and peace of mind.
- Book a no-obligation Consultation to start planning today.
- Learn More About Our Services for detailed financial insights.
Book Your no-obligation Consultation Today
Take control of your financial future with expert advice tailored to your needs. Whether you’re looking to plan your retirement, invest wisely, or protect your family, I’m here to help. Complete your details below to book a, no-obligation consultation today.
We understand that from time to time our clients may find themselves dealing with circumstances that could mean they are potentially vulnerable. For example, a change in health, caring for a family member, or coping with the loss of a loved one. There are many different types of vulnerability, and what makes one person vulnerable might not affect someone else. When we are vulnerable, our need for financial advice may change. However, admitting vulnerability or seeking help can sometimes feel hard.
If this is something you would like to discuss with us, please ask for a copy of our support guide or download a copy here. This guide is designed to help explain vulnerability and the ways in which we might be able to support you. If you feel any of the circumstances in the brochure apply to you, please talk to us
Approved by The Openwork Partnership on 06/03/2025.
Strong Financial Solutions is a trading name of Strong Mortgage Solutions which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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