Welcome to Matthew Burman, Independent Financial Adviser in Stoke Bishop, Bristol

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0117 968 8687 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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The value of  Pensions and Investments can fall as well as rise. You may get back less than you invested.

Initial Consultation

Your initial 1 hour meeting or phone call will be at my expense.

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Free Initial Review

Free initial Investment review for portfolios over £500k.

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Free Initial Review

Free intital Pension review for portfolios over £500k.

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Testimonials

  • Needed investment planning and set up of pensions and retirement plans for me and my employees. I would vouch for my adviser because he offers a professional service in understanding our goals and needs, paying particular attention to our attitude to risk, both for our family finances and my business. He acts as a source of trusted advice for all things financial whenever we need it and has provided us with clear, impartial guidance and always ensured that we fully understood the types of financial products he was recommending if appropriate and why they are suitable.

    Seb, Bishopston

  • It is difficult to put a price on the quality of advice and service that Matthew has provided for me over the last few years and feel so lucky to have him looking after my financial wellbeing and would trust him to do this for other people. He is very easy to work with and helps explain everything in a simple manner which has meant I finally feel confident in what all my investments and savings are doing.

    Joan, London

  • Matthew gave me a complete, in depth review of my investments. On his advice I changed certain parts of my portfolio which has proved to be financially astute. He was also very helpful and gave excellent advice when my pension matured. At our twice yearly meetings Matthew gives a detailed presentation of how my investments have performed which I find extremely informative. He also provides a hard copy spreadsheet. Matthew is always well informed and gives impartial and appropriate recommendations. He is easily contactable and always conducts himself professionally. He is a good communicator, always enthusiastic and shows integrity.

    Sally, Failand

  • Matthew leaves no stone unturned to ensure that he completely understands your financial position properly. He also makes sure that you understand it properly too before you purchase any further products or services from him, so you can make an informed decision. He also acts for my clients as I'm a small business accountant and on numerous occasions, he has saved my clients money by understanding their positions better and thereby removing unnecessary products.

    Jessica, Chippenham

  • I have managed my own investments for approximately 20 years, but it came to the stage where I was investing fairly significant sums of money, had less time to focus on it, and was also investing on behalf of other family members. I decided I needed a second opinion. It is a year since I first met Matthew and he has been very helpful. He is friendly, responsive to my random emails, and very knowledgeable. One of the reasons I selected him was because he lives locally, but I now realise he travels across the country to meet his clients.

    Andrew, Sneyd Park

  • Matthew remains in contact; regularly reviews our portfolio and circumstances; he advises but never pressurises. He is very knowledgeable, and we trust him. We have recommended Matthew to others and we know they are also pleased with his advice. Added to which Matthew is a personable man. Matthew has been handling our finances since the early 1990s (I know he doesn’t look old enough!!) and in that time, we have never had cause to be unhappy with his advice and the outcomes arising from it.

    Pat, Malmesbury

  • I have been a client of Matthew's for five years, 2012 to 2017. I returned from New Zealand with a small nest egg that was needed to support my life back in UK. Matthew was recommended by a friend. During the time he has looked after me, I have appreciated Matthew's careful listening. Understanding that I'm relatively conservative and low-risk. Matthew put together and managed a portfolio of ethical funds for me. His professional and personal support have far exceeded my expectations. Matthew watches the markets all the time, which I neither have the knowledge or the motivation to do.

    Jacqui, Clifton

Contact Details

12 Stoke Park Road

Stoke Bishop

Bristol

BS9 1LF

Phone: 0117 968 8687

Phone: 07913 289644

Email: matthewburman@thinkpositive.co.uk

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