Highly experienced independent financial advisors based in Hambrook, Bristol

Here at Oakridge Financial Planning Ltd we believe in offering our customers a personal service with face-to-face financial consultations, and have an honest and reliable approach to the financial services that we undertake.

The business is based in Bristol and moved to Hambrook in 2003. We help clients from all over Bristol and South Gloucestershire. Our financial advisors, Philip Culverhouse and John Moore bring with them over 65 years of combined experience in the industry and have the capabilities to undertake a variety of financial matters, from inheritance tax to pension planning.

Their caring and understanding service means that they have developed positive relationships with their customers and come highly recommended. To view what some of our customers have said about us, click here.

We adhere to strict FSA (Financial Services Authority) guidelines which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.

Why choose Oakridge Financial Planning Ltd?

• Experienced financial advisors
• Honest and straightforward advice
• Wide range of financial matters covered
• Personal service
• Office based for professionalism

We are easily accessible being located 5 minutes from junction 1 of the M32.

Oakridge Financial Planning Ltd is an appointed representative of Sesame Ltd.

The FSA does not regulate some forms of Inheritance Tax Planning.