Scottsbridge Financial Planning has over 31 years of combined experience in providing holistic financial planning advice to people, families and businesses in Bristol and the surrounding areas.

We provide advice across an extensive range of services including wealth management, retirement planning and mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client.

Scottsbridge Financial Planning prides themselves on delivering excellent customer outcomes and providing trusted advice that not only meets short term goals but also medium to long term ones too. We have an array of financial institutions to choose products from, the customer is therefore valued, with client care being the leading priority at every stage.

 

 

 

Testimonials

We have known Stuart for approx 30 years from the time he organised our very first mortgage. We found Stuart very knowledgeable and friendly to deal with.
Stuart has always been honest with us and explained every step. He has helped us with our investments and pensions especially where my husband’s Firefighter pension which changed and became quite confusing and Stuart gave us valuable guidance in this area.
We have meetings where we go through our finances to ensure we are getting the best deal and investing wisely especially in the current climate. If we ever have any worries, Stuart is only an email or phone call away and will do his best to help immediately.

I would recommend his services to anyone and everyone and intend to keep our portfolio with Stuart for as long as he will have us as his customers.

Jo and Tony Smith
07.10.2022

Stuart has provided clear and helpful advice to us since 2008, initially with Weslyan and, since 2015, as an IFA. More specifically, his advice proved extremely helpful when we sold our dental practice and established a SIPP for a commercial property. We wouldn’t hesitate to recommend his services.

Paul and Caroline Baines

I have been very satisfied with the advice that Stuart Arnold has given me. I started my association with Stuart many years ago, I was trying to think how many, it must be twenty. No matter, the long term relationship has been very beneficial in that he understands my requirements from the advice he gives me.

I trust his advice because he has always been consistent and correct.

Philip Shoebridge

We have known Stuart in his professional role for more than 15 years.

As we were in transition with our portfolio due to previous experience with another Financial Adviser, he completed a thorough review of every investment and looked carefully at out future employment and pension potential.

Throughout the review we found him professional and thorough, also when a decision was required by us he took the time to analyse the situation and provide the detailed advice in a manner that was clearly understood by both of us, which resulted in the best decision being arrived at.

The overall plan that he initially created for us, has been surpassed and we are extremely comfortable in our current and future financial position.  We are therefore able to recommend him and his expert opinion.

George McCaffery and Janice Boswell

We have used Stuart Arnold as our Financial Advisor for 18 years and have always followed his advice from which we have benefitted. The advice we have received has changed in line with when we were working to retirement and has always maximised our savings. We have full confidence in his advice, integrity and ethical approach to clients. Since becoming Scottsbridge, he is able to give more personal attention to individual accounts and monitoring finances on a day to day basis. He has always spent time to carefully explain his advice so it is understandable and fits your needs and that of your family.

We would be happy to recommend Scottsbridge Financial Planning.

Christine and Stuart Chadwick

Want to know more?

To find out more or to arrange a meeting with us, please email us on info@scottsbridge.co.uk or call 07785 766927.