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Bluefish Financial Services Ltd is not a huge mega corporation, it’s not an international financial institution, neither is it a policy farm, churning out hundreds of policies a day and we’re certainly not financial sharks either. Quite the contrary. We’re small, blue fish in a big pond.
We’re the ones who take the time to understand what our customers need and find the best solutions for them from the countless options which the financial services industry offers.
Over the phone, over tea and biscuits or over in your place, our ear is always available to listen to what you need. Nobody’s protection needs are too small and no investment is too complicated. We’re here to take time with our customers to make sure they walk away happy and with greater wealth or greater financial stability than when the process began.
So that’s us, now what about you?
Get in touch using the details on our contact page and let us know about you and what your investment, insurance or pension needs are.
We are proud to announce that we have been mystery shopped and came top compared to our peers in Bristol. In a mystery shop conducted by FT Advisor (http://www.ftadviser.com/) and published on the 15th June 2016 we achieved a score of 34 out of a possible 35 beating the other financial advice companies mystery shopped in Bristol.
Bluefish Financial Services Ltd. is an appointed representative of Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority FCA number 565834. Registered office: 34 Claverham Road, Fishponds, Bristol BS16 2HS. Registered in England & Wales. Company Number 07736486 .
This website is intended for investors over 18 years of age who are resident in the UK only.
The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The content is aimed at UK residents or residents of MiFID countries. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients financial planning needs, We hope they are helpful to you but they do not, on their own add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links.