Who We Are
Absolute Wealth Management is a team of experienced and independent financial advisers based in Westbury Park, Bristol. We are authorised by the Financial Conduct Authority (FCA) and are committed to providing clear and comprehensive financial planning and guidance to individuals and businesses in the local community.
Our Philosophy
We believe in building strong, long-term relationships with our clients. We take the time to understand your individual needs, goals and aspirations. Working collaboratively with you, we create a tailored plan that aligns with your unique circumstances and aspirations.
Pensions Planning
- Understanding your current pension arrangements and potential for growth
- Reviewing your investment strategy
- Identifying opportunities to consolidate or maximize your contributions
- Planning for a smooth and secure retirement
Savings & Investments
- Creating a tailored savings and investment plan that aligns with your financial goals
- Guiding you through the investment process and explaining different options
- Regularly reviewing and adjusting your portfolio to ensure it remains aligned with your objectives
Financial Planning & Protection
- Developing a comprehensive financial plan that covers all aspects of your financial life
- Providing guidance on estate planning, inheritance tax mitigation, and risk management
- Protecting your business through key person insurance and other strategies
Our Clients
Our clients come from diverse backgrounds and have varying financial needs. However, they share a common desire: to achieve financial clarity and security for the future. We are dedicated to providing comprehensive and personalized guidance to help our clients reach their financial goals and live the lives they want.
What Sets Us Apart
- Independence: As independent financial advisers, we are free from the constraints of large financial institutions and can recommend products and solutions that are truly in your best interest.
- Experience: Our team has extensive knowledge and experience in all aspects of financial planning.
- Accessibility: We are committed to providing personalized and accessible service, meeting with clients both in person and online.
Exceptional Service and Expertise
The reviewers have consistently praised the exceptional service and expertise provided by the team at Absolute Wealth. From the moment clients engage with Pete McBride or Simon, they receive personalized attention, clear explanations, and well-thought-out advice.
Personalized Approach
Many clients have highlighted the importance of Pete's ability to explain complex financial concepts in a clear and understandable manner. His personalized approach has helped clients feel at ease and confident in their financial decisions. Additionally, clients appreciate the proactive nature of the team, with Pete and Simon providing prompt responses to queries and concerns.
Professionalism and Trust
The team at Absolute Wealth is highly professional, and clients have complete trust in their advice. The reviewers have consistently emphasized the importance of the team's expertise, reliability, and approachability. The personal touch and willingness to listen to clients' concerns have resulted in a loyal client base, with many recommending the company to friends and family.
Consistency and Results
Throughout the reviews, clients have noted the consistent and high-quality advice they have received over the years. The team's careful management of investments has resulted in peace of mind and a clear path to retirement for many clients.
