Financial Services

Elm Tree Farm Estate
The Sheepway
Portbury
Bristol
BS20 7TF

caplebanks.co.uk
01275 370 300
For a discussion in plain English of your pension options and how you can make the best use of the funds you have built up please ring Steve Robinson for an appointment.
Steve has been an Independent Financial Adviser in Portishead for 30 years and has always looked after pensions for people with their own business and those in senior management.
Very few advisers have the same breadth of knowledge to cover the whole complexity of pensions.

Adcroft House
15 Roath Road
Portishead
Bristol
BS20 6AW

pensiontrust.co.uk
01275 844 844
Continuum (Financial Services) LLP
At Continuum, we believe wealth management is for everyone, not just the wealthy. We are a collection of established businesses coming together & pooling our experiences to create a new brand of financial advice, one that focuses on the client. We offer the following services:

• Mortgage Financial Planning
• Protecting your Family & your lifestyle
• Saving for the future
• Investing your wealth
• Planning & Maintaining your Retirement
• Protecting your Business & your employees



48 Robin Place

Portishead

Bristol

BS20 7PX

www.mycontinuum.co.uk
01275 817 408 & 07866440938
Crystal Wealth Management
Crystal Wealth Management is comprised of a number of experienced financial advisers, the firm is based in Portland Square, Bristol and also has an office in Yate. We have personal and corporate clients throughout the region and internationally.

The firm works closely with its clients, their accountants and solicitors to develop a long term relationship that is reviewed on a regular basis to take account of the inevitable changes in legislation and client circumstances.

Crystal Wealth Management LLP
19 Portland Square
Bristol
BS2 8SJ

crystalwm.com
0117 923 2320
,

First Floor,

43-44 Martingale Way,

Portishead,

BS20 7AW

www.handelsbanken.co.uk/portishead

40 High Street
Portishead
BS20 6EN

hsbc.com
07554 113514

Quays Office Park
Conference Avenue
Portishead
BS20 7LZ

kellands.co.uk
01179 004 000

Quays Office Park

Conference Avenue

Portishead

Bristol

BS20 7C2

www.kelland-bristol.co.uk
0117 900 4000

Elm Tree Farm Estate
The Sheepway
Portbury
Bristol
BS20 7TF

mortgage-style.co.uk
01275 370 360

128 Slade Road
Portishead
BS20 6BB

01275 845 742