About Us

To these we add the two attributes we believe absolutely vital to sound financial advice:

Independence
Advisers need to be free to select the most appropriate products to suit your needs. They can’t do that if they’re tied to any one company.

We believe an adviser needs to be able to access the whole of market to provide the right advice, so being impartial is essential.

Fee-based Pricing
The Financial Conduct Authority has made commission-based advice a thing of the past. All financial advisers who want to call themselves independent have to work on a fee-only basis.

Bridge Financial Management is genuinely independent and uses only a fee-based structure, working in your best interests and not that of the product provider or ourselves. We feel it is right to be paid to provide advice, not to sell products. Clean and transparent.

How does it work?
We won’t charge you for the first meeting as it is an opportunity to discuss your requirements further and then we will put in writing what work we feel needs to be carried out and the appropriate fee that will be charged.

Work will be done on either a one-off or ongoing basis, to suit your particular circumstances and to deliver a service that is relevant to you. It is at this point that you can decide whether or not to proceed.

Bridge Financial Management – the path to financial success