Business Details
20 Years
experience
Trusted Financial Advisers in Bristol
Established in 2006, Absolute Wealth Management has built a reputation as a trusted provider of independent financial advice. Our team, led by directors with over 50 years of combined experience in financial services, specialises in pensions, investments, and wealth management. Regulated by the Financial Conduct Authority, we prioritise transparency, integrity, and client-centric solutions tailored to individual needs.Our approach combines rigorous market research with a commitment to treating clients' finances as if they were our own. Based in Bristol, we serve clients nationwide while maintaining strong local community ties through sponsorships and accessible face-to-face consultations. Our ongoing support ensures clients receive regular portfolio reviews and adaptable financial strategies that evolve with changing circumstances.
Services
Financial Planning
Pension Advice
Investment Management
Tax Planning
Estate Planning
Details
- Year established: 2006
Highlights and features
- FCA-regulated advisors with 20+ years of industry experience
- Personalised financial strategies tailored to individual circumstances
- Transparent fee structure with no hidden charges
- Ongoing portfolio reviews and market analysis
- Local community engagement with accessible face-to-face meetings
Associations and certifications
- Financial Conduct Authority
What people say
Utterly trustworthy
Professional service
Great guy to work with
No pressure approach
Clear explanations
Services
Financial Planning
Our financial planning service creates tailored strategies to achieve short and long-term goals. We analyse your current financial position, risk tolerance, and future aspirations to develop comprehensive plans covering retirement, education funding, and wealth preservation. With regular reviews and market updates, we ensure your strategy adapts to life changes while maintaining tax efficiency and growth potential.
Pension Advice
Specialist pension guidance covering consolidation, SIPP management, and retirement income strategies. We help clients navigate complex pension landscapes to maximise tax benefits and ensure sustainable income streams. Our advice includes state pension optimisation, annuity reviews, and phased retirement planning to support your desired lifestyle.
Investment Management
Customised investment portfolios aligned with your risk profile and financial objectives. We offer access to diverse investment vehicles including ISAs, OEICs, and offshore bonds. Our active management approach combines market analysis with regular performance reviews to maintain optimal asset allocation and capital growth.
Tax Planning
Strategic tax planning services designed to minimise liabilities while maximising wealth retention. We specialise in inheritance tax mitigation, capital gains tax planning, and tax-efficient investment structures. Our approach ensures compliance with current regulations while implementing legitimate tax-saving opportunities tailored to your circumstances.
Estate Planning
Comprehensive estate planning solutions to protect and transfer wealth effectively. We coordinate will writing, trust creation, and life assurance policies to ensure your assets pass to beneficiaries efficiently. Our strategies address probate avoidance, tax implications, and business succession planning to preserve family wealth across generations.
People
Pete McBride
Director
With 19 years' experience in financial advisory, Pete specialises in business owner financial planning. He combines technical expertise with local community involvement, serving as a Rotary Club member and golf enthusiast.
Simon Harnaman
Director
A qualified accountant with 23 years in financial services, Simon offers holistic advice blending investment expertise with family financial planning. He balances client work with rugby coaching and local charity involvement.
Catherine Gibby
Office Manager
Project management professional overseeing daily operations, Cath ensures smooth service delivery while maintaining tennis and skiing hobbies.
Katherine Gould
Adviser Support
Client liaison specialist managing administrative queries, Kat balances work with childcare and theatre interests while supporting portfolio management.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax efficiency, and estate planning tailored to individual client needs.
Are you regulated by the FCA?
Yes, Absolute Wealth Management is authorised and regulated by the Financial Conduct Authority under reference number 586670.
How do you charge for your services?
Our fees are transparent and agreed upfront, covering initial consultations, strategy development, and ongoing portfolio management services.
Can you help with pension consolidation?
Yes, we specialise in pension reviews and consolidation strategies to simplify retirement planning while optimising tax benefits.
Do you offer investment advice?
We provide tailored investment advice across various vehicles including ISAs, SIPPs, and offshore bonds to match client risk profiles.
