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Our history

Absolute Wealth Management was originally formed in 2006.  Pete McBride and Simon Harnaman have over 50 years combined experience in the financial services industry, having worked for large financial institutions, before starting their own independent financial advice firms. They wanted to be able to offer clients comprehensive and impartial financial advice on savings, pensions and investments.

Our philosophy

 We recognise that your financial objectives are as individual as you are, which why we have developed a personal approach to wealth management.

Our philosophy has always been to manage clients’ financial portfolios as if they were our own. We pride ourselves on our integrity and responsibility and always ensure that we provide transparency across all the services that we provide.

Integrity

As independent financial advisers, authorised by the FCA, we will always research relevant financial markets to be able to provide clear and impartial financial advice. 

Responsibility

When advising a client, we consider it our responsibility to provide the sort of advice we would give our own parents - clear, independent, professional advice.

Accessible

We pride ourselves on being part of the community, with a local high street presence from where we can offer great levels of customer service.

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.

Working with us

Understanding your personal financial goals allows us to tailor our financial advice so that we can help you reach them.  At Absolute Wealth Management, we take great care to ensure that we thoroughly discuss your short and long-term financial goals during our first meeting. Our aim is to provide you with a financial outcome that is right for you, allowing you to live the life you want tomorrow.

How we work

Once we know more about your objectives our financial advisers can develop a comprehensive financial plan outlining our unbiased advice.

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your needs

Whatever your reason for wanting financial advice we can provide bespoke, independent advice, tailored to your unique circumstances.

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advice

Your investments should be reviewed regularly, to ensure they continue to meet your financial goals. We will provide ongoing advice and support, including reports on your finances.

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Community Support

We believe strongly at Absolute Wealth Management in supporting our local community, so have agreed to sponsor several local clubs and services. 

RAISING STARS OF THE FUTURE!

In addition to our sports sponsorship of Westbury Park Foxes Junior Football Club, we have now become one of the sponsors of Cleve Rugby Club, a thriving rugby club based in Mangotsfield.

THE TEAM CYCLE 430KM TO PARIS

After four days of sweat, toil and aching limbs, three intrepid cyclists, Simon Harnaman, Pete McBride and Jenni Rowntree from Absolute Wealth Management, arrived at the Eiffel Tower.

FUNDRAISING QUIZ NIGHT

A fundraising event in Stoke Bishop village hall for the Bristol-Paris bike challenge. A four-day cycling marathon in May to raise funds for the charity Above & Beyond

Arrange a free initial no obligation consultation

Or call on 0117 907 1965

 

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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk