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Planning

for a comfortable retirement

Whether you are contributing to existing pensions and savings, reviewing existing plans or already drawing an income, we can help you enjoy the retirement you deserve.

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Planning

Tax efficient ways to leave money to your family

If you are worried about inheritance tax, we can help you explore and identify the best options to secure the financial future for your family.

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Independent

Absolute Wealth Management are expert, independent financial advisers, authorised by the FCA (Financial Conduct Authority). Based in Westbury Park, Bristol, we provide clear and comprehensive financial advice and guidance on savings, pensions and investments.

Whatever your reason for wanting professional financial advice; planning for a comfortable retirement, receiving an inheritance, or looking for the most tax efficient way to leave money to your family, we will provide you with financial clarity today, so you can live the life you want tomorrow. 

Integrity

When advising clients, we consider it our responsibility to provide the sort of guidance we would give to our own parents - clear, comprehensive advice.

Responsibility

As independent financial advisers, we will always research relevant financial markets so we can provide you with a range of financial recommendations.

Accessible

We enjoy being part of the local community, from our high street presence in Westbury Park, to supporting local groups. Clients are welcome to visit us whenever they want.

Your reasons to work with us

Clients come to us with financial questions, many of which are driven by changes of circumstances in their life. Others may come with very specific goals. Whatever the reason for wanting financial advice, the one thing that our clients have in common is that they all want advice that gives them financial clarity.

Our clients want to be sure that they achieve the financial outcome that is right for them and their family, both for today and tomorrow. They want financial peace of mind and that is exactly what we at Absolute Wealth Management provide.

What income can I expect when I retire?

The level of your income in retirement becomes increasingly important as you draw nearer to retirement. According to research, the average person hopes to achieve a level of achieving a retirement income of around £17-18,000 per year.

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What are my options when I retire?

Following the recent pension freedom regulations announced by the government, there is a greater choice of how you manage your pension pot at retirement

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Making the most out of my inheritance

When planning what to do with your inheritance, it important to look at the bigger picture and develop a long-term plan to take advantage of the benefits of longer term investments, rather than spending in a hurry!

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Is my pension underperforming?

The reason for a poor return from your pension can be multi-fold; sometimes pension charges can be too high, or your investment portfolio may not match the level of returns required to meet your desired income in retirement.

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What happens if I die or become ill?

Each month we are all faced with large outgoings to support our families; do you have a plan in place in the unlikely event that you or your partner cannot work, either through ill health or death?

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How do I protect my business?

There are several business protection policies which are worth looking at to provide you with funds to replace a key person in the advent of a sudden illness or even a death.

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Transparency

Our philosophy is to provide the best impartial financial advice on savings, pensions and investments. As independent financial advisers, we will scour the whole financial market in order to recommend products that will help you reach your desired financial outcome. 

Customer Care

We want to help our clients manage their financial future so offer ongoing support and personalised planning. Our philosophy is underpinned by our independence, by ensuring that we are always accountable and accessible to clients, whether in person at our offices in Westbury Park, or remotely.

On the phone

We have an administration team supporting our financial advisers who are available five days a week, call us on 0117 907 1965.

Face to face

Our offices are located in the heart of Westbury Park, near Waitrose, you are welcome to call in from Monday to Friday, 9-5pm.

Online

 If you have any questions please email us info@absolutewm.co.uk. We offer existing clients access to an online service to review their portfolios.

Our people

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Pete McBride

Director

Pete has been a financial adviser for over nineteen years, during which time he has amassed extensive industry knowledge. Having run his own business for over thirteen years, he has extensive knowledge of issues that apply to business owners. Away from work Pete enjoys spending time with his family, ferrying his two daughters to various clubs and activities. He is also an active member of a local Rotary group raising money for local and national charities. He can even be found on the golf course, if the weather is good!

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Simon Harnaman

Director

Simon has a wealth of experience in the financial services industry, spanning twenty-three years. He initially qualified as an accountant in 2002, before opting to become an Independent Financial Adviser. His professional background enables him to consider the wider financial implications so he can offer a professional, yet personable service. Away from the business, Simon enjoys spending time with his family (keeping up with the three boys Harry, Will and Jack), enjoying the odd round of golf, watching rugby and socialising with friends.

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Catherine Gibby

Office Manager

With her background in project management, Catherine is our efficient office manager. She oversees the day-to-day operations in the office, including ensuring the smooth running of our systems and processes. Catherine ensures that we consistently provide the best service possible to our clients at all times. Away from the office, Catherine enjoys spending time with her young family, supporting them in their school and sport activities. She also enjoys travelling, skiing and gardening!

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Jenni Rowntree

Adviser Support

Jenni is the day-to-day contact for all administrative queries, whether by phone, email, post or in person. She provides invaluable administrative support for both Simon and Pete, helping to manage client portfolios. When not at work Jenni enjoys an active life participating or watching sport, she can often be seen at Bristol Rugby since she is an avid supporter! Jenni is also a keen cyclist and enjoys a competitive challenge, over the years this has included raising considerable sums for charity.

Arrange a free initial no obligation consultation

Or call on 0117 907 1965

 

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk