Live for today but plan for tomorrow
Nestled in the heart of the community, Bryant Associates Wealth Management has been guiding individuals, families, and businesses towards financial security since 1995. With a team of experienced financial planning specialists and a strong presence across Chipping Sodbury, Wotton-under-Edge, and Thornbury, we combine comprehensive expertise with a genuine desire to understand our clients' unique needs and aspirations.
Who We Are
Founded on values of professionalism, transparency, compassion, and adaptability, Bryant Associates Wealth Management fosters lasting relationships with our clients. Our team of specialists boasts over a century of collective experience, navigating clients through every stage of life - from planning for retirement to addressing complex long-term care needs. We believe in creating 'live plans' - a personalized roadmap that evolves alongside your life, ensuring your financial strategy remains relevant and responsive to your changing circumstances.
What We Do
Our wide range of services covers every facet of personal financial planning, including:
- Investment & Pension Planning: Building and managing diversified portfolios, optimizing pension plans, and mitigating risk.
- Inheritance & Trust Planning: Creating robust estate plans and trusts to ensure your wealth is protected and distributed according to your wishes.
- Long-Term Care Planning: Addressing the delicate issue of later-life care needs with informed strategies and solutions.
- Business Solutions: Custom-tailored plans for employee benefit trusts, group pension schemes, and key person insurance.
Beyond the Numbers
While numbers are important, we view financial planning as a holistic process. We care deeply about our local communities, supporting charitable initiatives and providing free financial education sessions for young people. Our team is committed to understanding your unique situation, offering a personalized and compassionate approach to financial guidance.
Join Us on Your Financial Journey
At Bryant Associates Wealth Management, we believe in building lasting partnerships with our clients. We are dedicated to providing exceptional client outcomes and helping you achieve financial clarity and security. Contact us today to schedule a consultation and discover how we can partner with you on your path to financial success.
