Independent Financial Advisers
BOWEN COADE BUSST LLP
Bowen Coade Busst LLP is an Independent Financial Planning practice based in North Somerset and Bristol.
Derrick Coade, DipPFS CertCII (MP&ER), is the advising partner with 27 years of experience in financial services. Derrick is a member of the Chartered Insurance Institute (CII) , the Personal Finance Society (PFS) and the Solicitors for Independent Advice (SIFA).
Tom Ackland, FPFS, is a Chartered Independent Financial adviser with over 15 years of financial planning experience. Tom has attained the prestigious level of Chartered Financial Planner from the Chartered Insurance Institute, which is the pinnacle level of qualification within the profession (CII), is a Fellow of the Personal Finance Society (FPFS) and a member the Solicitors for Independent Advice (SIFA).
Whether you are retired, approaching retirement, a business owner, a busy professional or simply want to take stock of your current financial situation, our role is to help you understand where you are and how to create a bespoke financial strategy to help you to achieve your personal, professional and family goals – quite simply, to make it happen.
We often find that our individuals and couples do not have the knowledge and/or inclination to actively manage their investments given the increasing demand on their time for both their personal and professional lives. If you recognise this situation and realise that your assets would benefit from a professional review, to ensure that you are maximising their potential whilst minimising taxation, then we can help. Simplifying your financial life to achieve your ambitions is our goal.
“The problem is never the problem. The problem is that you don’t know how to think about the problem”.
Bowen Coade Busst LLP will endeavour to provide clarity by working in an open, honest and transparent way. We will avoid jargon wherever possible and communicate with you clearly and promptly. We believe in building client relationships for the long term, guiding you through the stages of wealth creation, accumulation and protection, with a plan, helping you meet your financial ambitions and bringing you closer to reaching your main life ambitions.
We will meet regularly to assess your progress and to fine tune your plan in line with any changes to your personal circumstances and/or changes in financial legislation.