Sullivan & Co. Financial Planning

: 2610 The Quadrant, Aztec West, Almondsbury, Bristol, Gloucestershire, BS32 4AQ

: FCA Number: 572441

Website Image of Sullivan & Co. Financial Planning

Sullivan & Co. Financial Planning is a trusted and FCA certified firm (reg. no. 572441), offering bespoke financial services in Bristol and the surrounding Gloucestershire areas. Located near the bustling city centre of Bristol, they specialise in key sectors including life insurance, pensions retirement advice, final salary pension transfers, and investments. Known for their client-focused approach, Sullivan & Co. routinely deliver sound, regulated advice and comprehensive financial planning solutions. Whether you're a long-time investor seeking new avenues or a newcomer to the world of pensions and insurance, they have an inviting, knowledgeable team ready to guide your financial journey. Visit them at The Quadrant, Aztec West in Almondsbury, Bristol.

Their team includes one financial adviser. Check FCA registration here.

Sullivan & Co. Financial Planning 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 Sullivan & Co. Financial Planning from the Motorway

From the M5:
At Junction 16, take the A38 exit towards Thornbury / Filton.
Upon reaching Almondsbury Roundabout, take the third exit onto Gloucester Road / A38.
At Aztec West, take the second exit onto Park Avenue.
At the ensuing roundabout, continue on Park Avenue, taking the third exit.
Repeat this process at the following roundabout, again taking the third exit to stay on Park Avenue.
Proceed to take the first exit at the next roundabout onto a restricted usage road.
Turn right.
Finally, turn left. Your destination will be situated on your right.

List of advisers under Sullivan & Co. Financial Planning:

Sullivan & Co. Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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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.