11.2 Financial Planning 130 Aztec West, Bristol BS32 4UB
About the Business
Welcome to 11.2 Financial Planning - your trusted ally in achieving your financial goals. We are an established institution that offers top-quality financial planning services to individuals and businesses alike. Our firm is located at 130 Aztec W, Bristol BS32 4UB in the United Kingdom, which is company-registered and regulated by the Financial Conduct Authority (FCA).
At 11.2 Financial Planning, we believe that everyone deserves a secure and prosperous financial future. We help our clients navigate the complex financial landscape by providing bespoke solutions tailored to their specific goals and needs. Our team of skilled professionals has extensive experience in financial planning, investment management, retirement planning, tax planning, estate planning, and more.
We understand that managing your finances can be time-consuming and daunting, and that's why we aim to make our financial planning services as seamless and hassle-free as possible. We take the time to get to know our clients, understand their financial priorities, and develop a comprehensive strategy that aligns with their goals.
Whether you're planning for your retirement or looking to build an investment portfolio, our team can provide expert guidance and support every step of the way. We offer transparent, fee-based financial planning services, so you can be confident that our recommendations are always in your best interest.
If you're looking for a reliable and experienced financial planning firm, look no further than 11.2 Financial Planning. Contact us today to schedule a consultation, and take the first step towards achieving your financial goals.
Photos
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Greg is a wonderful financial planner! He’s very personable and helps us understand the investment process. He helped us to set our financial goals and understand how risk adverse we are as investors. We’re novices at financial planning, but Greg is reassuring, and carefully explains the longer term market trends that impact our investments. We’re impressed with how our portfolio is progressing - we highly recommend Greg!"
"Having been supported by 11.2 Financial Planning in managing my investments for some time, I would highly recommend there services!! Always attentive and responsive, with a very personable and friendly approach."
"As a couple in our late 20’s we we’re looking for a financial planner in the UK who was willing to discuss FIRE (financial investment retire early) strategies and run ‘what if’ scenarios to help us shape our actions. We found 11.2 on twitter and the rest is history. Greg showed us a variety of services that he had to offer with crystal clear fees (unlike other financial planners that we had meetings with). He then sent us a link to assess our individual risk profiles. Once completed we met on zoom and began investing based on our risk tolerance profiles. Greg also showed us how to use Voyant to help visualise future goals and to run a variety of ‘what if’ scenarios. This has really helped to make informed decisions knowing the short, medium and long term impacts of changing variables (like moving house, having children and changing incomes at different stages of life). Since we starting investing with 11.2 whenever we have a question or query, we always get a swift and helpful response. Thank you to Greg and the team!"
"I have a tax / finance background and like to dabble with my own investments, but I couldn’t be happier with the decision to move my assets over to 11.2. Super knowledgeable and responsive. Focused on my goals as well as total returns. A down to earth team with lots of experience and none of the old school fussiness some advisors have. Oh and great fee structures too!"
"I've been getting my financial advice from Greg for quite a few years and have always found him and his team to be professional, responsive, friendly, and always willing to go the extra mile for me. I wouldn't go anywhere else!"
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