About Us
Edwards de Lancey Financial Limited is a well-established company located in central Bristol specialising in personal and corporate financial planning, pensions and investments. We are also one of Bristol's leading independent mortgage specialists.
Our substantial client base has evolved over the years by professional introductions and personal referrals which reflects the emphasis we put on providing a friendly and efficient service, making every attempt to understand your goals and ambitions and helping you to achieve these.
Our offices are located in Central Bristol, a stone's throw away from the Bristol 2000 Harbourside development opposite the SS Great Britain and just 400 yards from Bristol Cathedral.
How we work...
When we first meet, we will usually start off by discussing your aims and needs in general before going on to conduct a thorough financial review. Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting.
We will then discuss our conclusions and recommendations with you, before agreeing the priorities, what should be done and when. We will discuss our remuneration with you, giving you the opportunity to elect paying us a fee or allowing us to accept commission from product providers.