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Investing

Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

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Investing
Financial Planning
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Located at Trym Lodge on Henbury Road, our Bristol office offers easy access to key transport routes, including the M5 motorway and Sea Mills Railway Station, ensuring excellent connectivity for clients throughout the South West and beyond.

Call us on 01179 596 526 and our Bristol team of experts will be happy to help.

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Meet our Bristol wealth management team​

Headshot of Ed Howell

Ed Howell

Chartered Financial Planner

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Fairstone financial adviser Marcus Harris

Marcus Harris

Independent Financial Adviser

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Straightforward independent financial advice for clients across Bristol and Somerset: Bristol, Bath, Clevedon, Keynsham and Thornbury.

Trustpilot

Sovereign Wealth Management Join Fairstone: Serving Clients Across Bristol for Over 10 Years

Sovereign Wealth Management, a trusted name in Bath and Bristol, joined the Fairstone family in 2020. Under the leadership of Marcus Harris, the team had spent over a decade building strong client relationships based on independent, high-quality financial advice.

Their decision to integrate with Fairstone was driven by a shared commitment to putting clients first and embracing a forward-thinking approach to financial planning. With access to a broader range of expertise, enhanced regulatory support, and whole-of-market solutions, the team is now even better equipped to help clients navigate their financial futures with confidence.

Planning your visit to our Bristol office

Fairstone is proud to
incorporate one of the UK's
largest Chartered Financial
planning firms

Discover how we can help you to plan for retirement

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We are independent, aren’t
tied to any particular product
providers and our advisers
offer whole of market choice

We Oversee

£20BN

Funds Under Management
Across the UK and Ireland

Our managed investment
portfolios have been Defaqto 5
-star rated for eight consecutive
years

We operate
at over

50

locations
across the UK
and Ireland

How we can help you grow, plan and protect your financial future

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on Trustpilot.

Investing

Investment Management
Wealth Management

Financial planning

Retirement Planning
Estate Planning
Mortgage Advice
Financial Protection
Corporate Financial Planning
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