0117 901 2242
Personalised Investment Advice in Bristol, Bath & Surrounding Areas
Helping You Grow Your Wealth with Expert Investment Advice
At Strong Financial Solutions, we offer personalised investment advice to individuals across Bristol, Bath, Weston-super-Mare, Portishead, Clevedon, Gloucestershire, Exeter, and North Somerset. Whether you're looking to invest an inheritance, save for retirement, or build long-term wealth, our guidance is designed to match your goals and risk profile.
As part of Openwork, we offer access to a broad range of investment solutions, ensuring we find the right approach for your unique circumstances.
Book a no-obligation Investment Consultation and start growing your wealth with confidence.
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.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Our Investment Services
Investment Planning Tailored to Your Goals
Every investment journey is unique. We provide tailored strategies that align with your financial goals, timeframes, and attitude towards risk.
- Understand the difference between short, medium, and long-term investment options.
- Clarify your investment objectives and how to achieve them.
- Balance risk with potential returns for a strategy that works for you.
Learn More About Our Investment Approach to discover the right strategy for your goals.
Tax-Efficient Investment Strategies
Paying less tax means keeping more of your investment returns. We provide clear guidance on:
- Maximising ISA allowances for tax-free growth.
- Using pension investments to benefit from tax relief.
- Understanding capital gains tax and how to reduce liabilities.
Discover Tax-Efficient Investment Strategies to protect and grow your wealth.
Ethical and Sustainable Investment Options
If investing responsibly matters to you, we offer guidance on ethical and sustainable investment solutions, helping you align your portfolio with your values.
- Access to funds focused on ethical, sustainable, and ESG (Environmental, Social, and Governance) criteria.
- Understand how these investments can drive positive change while delivering returns.
- Create a portfolio that reflects your personal ethics.
Learn About Ethical Investment Opportunities and invest with purpose.
Investing for Retirement
Planning for retirement? We provide investment advice to help ensure your future income is secure and sustainable.
- Understand the right investment strategies to grow your pension pot.
- Guidance on how to invest lump sums tax-efficiently.
- Plan for steady income during retirement through diversified investment solutions.
Book a no-obligation Retirement Investment Consultation and plan confidently for your future.
Investment Products Available Through Openwork
Through Openwork, we have access to a wide range of investment products, ensuring you have options that suit your unique circumstances.
- Managed Funds: Professionally managed portfolios tailored to different risk profiles.
- Stocks & Shares ISAs: Tax-efficient investment options for long-term wealth growth.
- Investment Bonds: Designed for longer-term investments with potential for higher returns.
- Pension Investments: Strategies to grow your retirement pot effectively.
- General Investment Accounts (GIAs): Flexible options for additional investing.
Speak to an Investment Adviser for more information on these investment products and how they could work for you.
Common Investment Concerns We Address
How Do I Invest an Inheritance Wisely?
We provide tailored advice to help you invest lump sums in a way that aligns with your future goals.
What are the Tax Implications of Investing?
We guide you on tax-efficient investment strategies, ensuring you keep more of your returns.
Which Investment is Right for Me?
Based on your risk profile, goals, and timeframe, we help you choose the right investment strategy for growth.
Why Choose Strong Financial Solutions for Investment Advice?
- Personalised advice based on your goals and circumstances.
- Access to Openwork's diverse investment solutions.
- Local expertise in Bristol, Bath, and surrounding areas.
- Clear, jargon-free guidance to simplify complex decisions.
- Ongoing support to adapt your strategy as your circumstances change.
Speak to a Local Investment Adviser or Book Your no-obligation Consultation today.
Areas We Cover for Investment Advice
We provide investment advice across:
- Bristol (including Clifton, Bedminster, Redland, Southville)
- Bath
- Weston-super-Mare
- Portishead
- Clevedon
- Gloucestershire
- Exeter
- North Somerset
Frequently Asked Investment Questions
How Do I Know Which Investment is Right for Me?
Yes, but early retirement requires careful planning to ensure your income lasts. We provide tailored advice to help assess if this is possible for you.
How Often Should I Review My Investments?
We recommend annual reviews or when significant financial changes occur. Regular reviews ensure your strategy stays aligned with your goals.
Are My Investments Tax-Efficient?
We advise on using ISAs, pensions, and other tax-efficient options to maximise your returns.
Book Your no-obligation Investment Consultation for answers to your investment questions.
Ready to Grow Your Wealth with Expert Advice?
Don’t leave your investment decisions to chance. With Strong Wealth, you'll receive expert, personalised advice designed to help you grow your wealth confidently and securely.
- Book a no-obligation Investment Consultation to discuss your goals.
- Learn More About Tax-Efficient Investing to make the most of your options.
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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