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BS - Bristol

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Neptune Financial
    Management Limited
OVATION FINANCE LTD.
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    Consultants Ltd


Neptune Financial Management Limited

Address: 17 High Street, Staple Hill, Bristol BS16 5HA
Telephone: (0117) 3730080
Fax: (0117) 3730081
E-mail: mail@neptunefinancialmanagement.ltd.uk
Visit our Web Site: www.neptunefinancialmanagement.co.uk

Contact: Dave Harris Cert PFS

General information

About Neptune Financial Management Ltd
We pride ourselves on a friendly, thorough and professional relationship with our clients. We are committed to offering personal face to face advice and an ongoing first class service to our clients We are able to advise and provide solutions to a wide range of areas such as:
  • Life Assurance
  • Pensions Planning
  • Investment Advice
  • Mortgage Advice
  • Offshore Financial Planning
  • Health Insurance
  • Long Term Care
  • Corporate Planning
  • Tax Planning
  • Regular Savings
  • Options at Retirement
You will get our help to review your existing financial situation and reach a realistic assessment of your likely needs. An initial client meeting is without charge or obligation, during which a review of each client's financial circumstances is carried out, taking into account any specific plans and/or targets you may have. The purpose of the meeting is to establish if we are able to assist you with your needs and objectives.
You will then receive professional advice about whether your existing financial arrangements are meeting your current needs and future aspirations or plans.
All our recommendations will be fully explained, putting you in an informed position before you make any important financial decisions.


The Financial Services Authority do not regulate mortgages, tax advice and some aspects of protection.

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