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!

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.”

Samuel Gee

Tel: 01179 392 837

About Samuel

Sam has worked in financial services since 1997 and has specialised in investment planning for individuals and trusts since 2003. He loves helping people achieve their goals and enjoys making a marked difference to clients’ financial lives.

Outside of work Sam loves travelling near and far and particularly to obscure destinations such as the Sahara Desert, and is very keen on spending time in Africa and has visited twelve African countries so far. He equally enjoys spending time in places like Spain and the USA. He has three children who take up much of his time and is a keen pianist and musician.

Want to know more?

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