We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future. Established in 2011, the team at Bluefish Financial Services Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Bristol and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Bluefish Financial Services Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
