Oliff Associates is proud to be an independent, fee based, financial planning practice based in the heart of Bristol.

Established in 1992, the firm is delighted that the majority of those original clients remain loyal and continue to recommend us.

The quality of advice, the high level of service and client care and a commitment for excellence has driven the firm's success.

Our Commitment

To provide carefully researched financial advice to match your needs, budget and aspirations.

To do this efficiently within an agreed time scale and to communicate with you simply, directly and in a way you understand.

To be accessible and respond to your questions promptly.

To be open, honest and transparent in all transactions.

To maintain and update our knowledge of all savings, investment and protection schemes from the entire marketplace

The ways we believe we can help

We provide a focussed and targeted approach to building your assets.

We do this efficiently and at a reasonable cost.

We save you time and keep you informed.

At retirement, we give you clear choices to balance income with life expectancy and look after your capital needs along the way.

Environmental Certificate on Waste

We saved 4 trees last year:
see the certificate