Holroyd Wealth Management Limited
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- The Old Parsonage, High Street, Wrington, Bristol, Somerset, BS40 5QD
Holroyd Wealth Management Limited, accredited under FCA Registration Number 1007558, provides comprehensive financial planning services in Bristol, Somerset. The firm's core expertise lies in life insurance, sophisticated investment strategies, and effective retirement advice. They are particularly known for their final salary pension transfers. Nestled in the heart of Somerset, at The Old Parsonage on High Street, Wrington, Holroyd caters to individuals and businesses in surrounding counties and beyond. Their understanding of regional finance intricacies and personalised approach makes them a trusted choice for many. Whether you're a beginner or seasoned investor, Holroyd Wealth Management offers regulated, clear, and trustworthy advice tailored to your needs.
Their team includes one financial adviser. Check FCA registration here.
Holroyd Wealth Management Limited are approved by the FCA to give advice on:
Directions to Holroyd Wealth Management Limited from the Motorway
- From the M5:
- At Junction 17, take the Cribbs Causeway / A4018 exit towards Bristol (West).
- Proceed to Cribbs Causeway Interchange and take the fourth exit onto Merlin Road.
- Continue straight onto Exit 17, following the signs for Avonmouth / M5.
- Then, merge onto the M5.
- At Junction 19, take the A369 exit leading to Portishead / Royal Portbury Dock.
- At Gordano Interchange, take the second exit leading onto Martcombe Road / A369.
- Next, make a right turn onto High Street.
- Followed by a left turn onto Mill Lane.
- Proceed by continuing onto Portbury Lane.
- Make a left turn onto Clevedon Road / B3128.
- Subsequently, make a right turn onto Flax Bourton Road.
- Take a slight right onto Belmont Hill / B3129.
- Then, make a left turn onto Clevedon Road / B3130, proceeding through one roundabout.
- At the subsequent roundabout, take the second exit and remain on B3130.
- Make a slight left onto the A370 ramp leading to Bristol Airport.
- Continue straight onto B3130.
- Make a right turn onto Bridgwater Road / A38 and continue to follow the path of A38.
- At the ensuing roundabout, take the second exit and remain on A38.
- At the next roundabout, take the first exit and stay on A38.
- Turn right onto Church Road.
- Continue straight onto Long Lane.
- Make a left turn onto School Road.
- Finally, make a right turn onto High Street.
List of advisers under Holroyd Wealth Management Limited:
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