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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Bristol let alone UniversityBristol ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Bristol.

Good luck! 

Independent Financial Advisors IFAs

Ifamax Wealth Management

1 Redcliff St, Bristol BS1 6NP, UK – 0117 332 2626

Ifamax take the time to make sure you are comfortable with them before your pay a penny. They spend time understanding you and what your aims are and do not give you a standard product, charge you and then never see you again. Instead they see you twice a year (more if you want) and give you a very good return on your investments. What more could you ask for!

The team at Ifamax have been helping us with our financial planning for the last two years now. They spend a lot of time at the outset getting to know you and what you want without even charging. They are totally customer focussed, highly professional but very amicable too. I can unreservedly recommend them for their quality of service and advice.

Absolute Wealth Management Ltd

41 North View, Bristol BS6 7PY, UK – 0117 907 1965

A very easy company to deal with. Pete explained everything in detail about my Pension options. I would have no problem in recommending Absolute Wealth to friends and family.

Always had the best advice from this company over several years and would recommend them to my family and best friends - so you can see how high the company is in my estimation.

Octagon Consultancy

2 Hurle Rd, Bristol BS8 2SY, UK – 0117 933 1661

Fantastic firm of financial advisors, they really have been very thorough and reliable when it comes to providing advice for my business.

Hargreaves Lansdown

One College Square South, Anchor Rd, Bristol BS1 5HL, UK – 0117 900 9000

Excellent customer service and investment management - highly recommend them 😊

Had a few small issues in the past but overall a decent service, there are cheaper alternatives but I don't think they have the same amount of research.

Rathbone Investment Management

Queen Square, Avon, Bristol BS1 4NT, UK – 0117 929 1919

Quilter Cheviot

3, Temple Quay, Temple Way, Bristol BS1 6DZ, UK – 0117 300 6000

Investment Companies - Business Angels

Churchill Wealth Management Ltd

13 Alma Vale Rd, Bristol BS8 2HL, UK – 0117 923 7652

Throughout my experience with Churchill Wealth Management I have felt confident in their knowledge and expertise. They have been consistently professional and efficient with their communications with me. I feel much clearer with regards to my pension and investment options and would wholeheartedly recommend them.

The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.

Fair Investment Company

Kings House, 14 Orchard St, Bristol BS1 5EH, UK – 0845 124 9522


St Bartholomew's House Lewin's Mead Avon, Bristol BS1 2NH, UK – 0117 975 2125

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