Company intelligence
Lampiers Financial Planning
Experience, Trust, Accountability—Your Path to Lifelong Prosperity
About Lampiers Financial Planning
Lampiers Financial Planning: Building on 80 Years of Trust Experience, Trust, Accountability—Your Path to Lifelong Prosperity With roots dating back over 80 years, Lampiers Financial Planning has been a trusted partner for individuals, families, and businesses. We manage assets totalling £300 million for 1,000 clients and over 50 companies in Bristol and nationwide. Fiercely independent, we are committed to delivering a highly personalised service. Achieving Chartered Status in 2015 reflects our dedication to the highest professionalism and ethical standards. Our Team Our strong team comprises seven financial planners and a dedicated support team of ten, working collaboratively to ensure your financial goals are met. We believe in partnering for success and offer a complete financial planning service tailored to your specific needs. Our Values Trust, transparency, and accountability form the bedrock of our approach, ensuring long-lasting relationships with our clients. We pride ourselves on a client-first ethos, placing your needs at the core of every decision. What We Offer Lampiers is more than a service provider—we’re your partner through every stage of your financial journey. From initial consultation to ongoing reviews, we work alongside you to develop and maintain a strategy that aligns with your goals. Your Next Step The next step is about you. Experience the difference that 80 years of expertise, trust, and personalised service can make. Let’s take this journey together.
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Signals from Lampiers Financial Planning
2 published signals
Partnerships
Lampiers Financial Planning is supporting the Bristol Rugby Referees’ Society as a sponsor of its match official shirts.
Reported by Lampiers Financial Planning
Research & Knowledge
Lampiers Financial Planning published a blog post examining what a balanced portfolio really means, why different investments should perform different jobs, and why the starting point should always be your financial plan.
Reported by Lampiers Financial Planning