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The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Bristol

Bristol&West Financial Adviser - Pension Adviser Bristol & Mortgage Broker Bristol

Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ, UK – 0117 959 6503

Don and Mark at Bristol & West Financial Services Ltd are Pension advisers for my IT company and they did a fantastic job. I will be using Bristol & West Financial Services Ltd for any financial matters in the future!

Churchill Wealth Management Ltd

13 Alma Vale Rd, Bristol BS8 2HL, UK – 0117 923 7652

Throughout my experience with Churchill Wealth Management I have felt confident in their knowledge and expertise. They have been consistently professional and efficient with their communications with me. I feel much clearer with regards to my pension and investment options and would wholeheartedly recommend them.

The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.

Octagon Consultancy

2 Hurle Rd, Bristol BS8 2SY, UK – 0117 933 1661

Fantastic firm of financial advisors, they really have been very thorough and reliable when it comes to providing advice for my business.

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Bristol.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
NatWest Bank

13 High St, Bristol BS9 3BF, UK – 0345 788 8444

Westbury on Trym branch staff very friendly and helpful but can get very busy at certain times.Sadly more branches closing.

It's okay but shuts way to early on a Saturday's the people that work there are really nice and they quickly get through lines


72 Gloucester Rd, Bristol BS7 8BF, UK – 0345 788 8444

very good staff. very very help full and always have the time and try to help with anything they are able to. i have been very grateful of there time and advise in the past

Friendly bunch in here. Unfortunately, I once defaulted on a Natwest personal account so I can't bank with them as myself but as the shop, I find them to be friendly (sometimes especially so) and helpful and always eager to solve any problem. I also approve of the colour scheme which is professional and yet welcoming and easy, as opposed to being quite stark like Barclays.

Lloyds Bank

15 High St, Bristol BS9 3DA, UK – 0345 300 0000

Whenever I go into the bank the staff are always helpfull

Carry their self well smart in their uniform and of good manner.



11 Canford Ln, Bristol BS9 3DE, UK – 0345 740 4404

I have to say that finally in Bristol i found HSBC with great customer service. Danielle is amazing!!

Served quickly


70 Westbury Hill, Bristol BS9 3AA, UK – 0800 554 1411

I went in to open a student account and Adam was looking after me. He was absolutely spot on. He was warm, informative and couldn't have been doing his job any better.

Super friendly and efficient, can’t ask for more. Parking can be tricky as the main car park in Westbury-on-Trym can get very busy.

Lloyds Bank

73 Henleaze Rd, Westbury-on-trym, Bristol BS9 4JS, UK – 0345 300 0000

Not open on weekends so I can barely use it, but it gets the job done when available.

Looked up opening times before travelling to this branch, only to find that it was closed. Please update your online information..

Building Societies


Cabot Circus, Bristol BS1 3BD, UK – 0800 554 0411

Good bank, nice staff

I had a long wait here once or twice, and once the adviser filled my ISA form in wrong so I had to come back in and do another one. Otherwise pretty good service.


54 Whiteladies Rd, Clifton, Bristol BS8 2NS, UK – 0117 948 9000

Great staff, always very helpful, rarely have to wait long. The local free 30 minute parking helps as well.

Very nice staff in this branch. Helpful and professional.


70 Westbury Hill, Bristol BS9 3AA, UK – 0800 554 1411

I went in to open a student account and Adam was looking after me. He was absolutely spot on. He was warm, informative and couldn't have been doing his job any better.

Super friendly and efficient, can’t ask for more. Parking can be tricky as the main car park in Westbury-on-Trym can get very busy.

Mortgage Brokers

Steve Mears Independent Mortgage Services

28 Alma Vale Rd, Bristol BS8 2HY, UK – 0117 973 4300

As a first time buyer not really knowing what to expect from this process, I am glad to have had Paul and his team there to guide me through. I have been invited in for multiple face to face meetings to walk through the process and be made aware of things I should be mindful of when taking the decision to put an offer on a property, including what to consider after an offer has been accepted. I am very grateful for the service I have received, as it has been painless with little effort required on my part. I will absolutely be coming back to this team should/when I need to buy/remortgage a property. Thank you

The whole process from beginning to end was made smooth and seamless. The whole team are helpful, knowledgeable and deal swiftly with all questions. I would most certainly recommend Steve and his colleagues and would put in a specific mention for Chloe who was particularly impressive!

Bristol Mortgages Online

Henleaze House, 13 Harbury Rd, Bristol BS9 4PN, UK – 0117 325 1511

The idea of buying a home can be a daunting prospect, at least this was the case for me. However, Phil and his team make it super easy to understand from the off, relieving me of a lot of stress! I found the team really helpful, friendly and efficient to work with, often going that little bit further to ensure the job gets done. Special thanks to George, Phill and Maddie who guided me through getting me my first mortgage, I could not be more pleased. Highly recommend and would certainly use you again. Cheers!

We completed our mortgage last week and couldn't recommend Chris highly enough. I bugged him with tons of emails and kept changing plans long before this purchase. Most of those emails didn't lead to eventual purchase as we were outbid or changed plans, but Chris always always responded and came up with new numbers for all the different scenarios. After we had the mortgage offer, the actual mortgaging was slightly delayed by the conveyancing solicitor, he even helped chase on our behalf. Thank you very much Chris for the wonderful service!

Bristol & West FS

Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ, UK – 07966 387468

Amazing service I received recently regarding additional cover for my growing (literally!) family. Thank you for your time last week and pleased that we managed to get all the cover needed in one place. Many thanks, The Maloney Family :)

Sorted out my mortgage and reviewed my pension. Really happy with the flexible approach, with every step clearly explained and checked my understanding throughout.


Your Space Independent Mortgages Bristol

19 Grosvenor Rd, Bristol BS2 8XF, UK – 0117 914 6596

Would highly recommend. Paul was very knowledgeable and helpful from start to finish and secured us a great rate for our re-mortgage. Thanks so much for all your help Paul - will definitely be coming back for any future mortgage needs.

Thanks fors for a very professional and efficient service, that helped us buy our dream home though the help to buy scheme. We are extreamly happy and would recommend your space mortgages, James

Ministry of Mortgages

41 Aldercombe Rd, Bristol BS9 2QL, UK – 0333 123 4488

Kimberley was brilliant, practically held our hand through the process of buying our first home. She searched for the best offers for our mortgage and let us choose, based on her impartial advice. She also helped us arrange our insurances too. Would highly recommend her professional and friendly services.

Bristol Mortgages

1, Trym Lodge, Henbury Rd, Bristol BS9 3HQ, UK – 07966 387468

Fantastic service and advice I recently received from Mark. I am so pleased that we were able to spend time with you and gain the remortgage advice we needed after struggling for honest advice. Thank you so much to Mark and the team at Bristol Mortgages.

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