Andy Rooke Financial Consultancy Limited

: 3 Thatcher Close, Portishead, Bristol, Somerset, BS20 6UU

: FCA Number: 491814

Andy Rooke Financial Consultancy Limited is a regulated financial planning firm advancing specialised, trustworthy guidance in Bristol and its surrounding areas in Somerset. With regulatory approval from the FCA (#491814), this Portishead-based consultancy strives to provide a personalised, solution-focused approach to individual and business finance management. As a reputable firm in Greater Bristol, Andy Rooke Financial Consultancy takes pride in their professional, yet warm and understanding approach, frequently collaborating with local families and first-time investors. Situated close to Thatcher Close, BS20 6UU, they have a solid reputation for assisting clients in navigating the complexities of regulated advice and financial planning. Their commitment is to ensure long-term financial health and well-being for their clients.

Their team includes one mortgage broker. Check FCA registration here.

Andy Rooke Financial Consultancy Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Andy Rooke Financial Consultancy Limited from the Motorway

From the M5:
At Junction 17, take the exit marked Cribbs Causeway/A4018 leading to Bristol (West).
Upon reaching Cribbs Causeway Interchange, take the fourth exit onto Merlin Road.
Continuing ahead, move onto Exit 17 (following signs for Avonmouth/M5).
Proceed to merge onto the M5.
At Junction 19, take the A369 exit leading to Portishead/Royal Portbury Dock.
When you arrive at Gordano Interchange, take the fourth exit onto The Portbury Hundred/A369.
Once you reach the roundabout, take the first exit onto Portbury Common/B3124. Follow B3124.
Turn right onto Cadbury Road.
Next, turn left onto Brampton Way.
Subsequently, turn left onto Falcon Close.
Finally, turn right onto Thatcher Close. Your destination will be on your left.

List of advisers under Andy Rooke Financial Consultancy Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.