Old Bank Wealth Management

Financial Advisers (Independent) in Bristol

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Old Bank House
79 Broad Street
Chipping Sodbury
BS37 6AD

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Key Services

investment advice, retirement advice, savings advice


  • Retirement Planning, Investment Advice
  • Mortgage Protection, Income Protection
  • Family Protection, Inheritance Tax Planning
  • Group Pension Schemes, SIPPs
  • Group Lifecover, Employee Benefits
  • Individual Savings Accounts, ISAs
  • Investing for Income
  • Critical Illness Cover

We provide objective and independent financial advice to individuals, families, business owners and trustees, tailored to meet your specific needs. Working in partnership with you and other trusted professional advisers we will help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, we can provide advice and guidance across your entire affairs.


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Products and Services

We offer these payment methods

  • Cheque

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