About Us

Established in 2011, the team at Bluefish Financial Services Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Bristol and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Bluefish Financial Services Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

 

Meet the team

Sam Teller

Tel: 01179 392 837

About Sam

Financial Adviser and Pension Transfer Specialist (CeMap, DipFA, CeLTCI, AwPETR, MLIBF)

Sam started his journey in the Financial Services industry over 25 years ago and has worked for large blue chip companies such as Sun Life, Axa, Halifax, and Lloyds, before setting up Bluefish Financial Services Ltd in 2011.

In his spare time, he likes to get involved in community events and he recently helped to coordinate the Make Sunday Special event in Fishponds.  He is also the chair of his local Scout’s group and has been involved in organising fund-raising events for them.  He loves to spend time with his son fishing and has been known to catch a large carp or two!

Clare Malone

Tel: 01179 392 837

About Clare

Mortgage Adviser

Clare has been in the Mortgage Industry since 1994 working for a High Street Building Society until she became an Independent Broker in 1999.  Since then she has worked for local estate agents and corporate clients building her knowledge and expertise as a mortgage consultant.

Clare enjoys working with all types of clients, offering a bespoke service to suit your needs and time.

Clare has 2 children attending local schools and is involved in the school and business community.  In her spare time, she enjoys spending time with her children, running and is learning to play golf.

Duncan  Reeves

Tel: 01179 392 837

About Duncan

Head of Corporate Pensions

Duncan has worked in financial services for most of his career and is a self-confessed pension nerd. His favourite part of the job is being out in the field meeting clients and trying to demystify the world of pensions.

Three words we use to describe Duncan:

Collaborative, positive and dependable.

Did you know?

“I am a keen runner in my spare time and have taken part in several off road marathons.”

Want to know more?

Call us for a friendly chat on 01179 392837 or email: sam@bluefishfs.co.uk