We are one of an award-winning group of companies whose mission is to revolutionise wealth management in the UK. We provide simple, effective and unique financial solutions built for the future and that of our clients.
We continually search for better value and choice, and are agile enough to respond to opportunities quickly. As a result, our clients become better informed, confident and empowered to reach their financial goals.
Through award-winning technology, we provide our clients with straightforward and transparent advice in a simple and convenient way.
We believe that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered to take control of your finances.
Old Bank House, 79 Broad Street, Chipping Sodbury BS37 6AD
Tel: 01454 400040
Tel: 077884 16432
Mobile service across South Gloucestershire
Tel: 07557 980473
Vayre House, Hatters Lane, Chipping Sodbury BS37 6AA
Tel: 01454 321511
CVS is the umbrella body for the voluntary, community and social enterprise sector, and our staff and associates provide advice, information and support to help local organisations develop and grow.
Looking to start a social enterprise in South Gloucestershire? Need expert advice to grow your charity, community group or CIC? Our friendly experts provide tailored support with:
Starting up - Marketing - Business planning - Financial management - Applying for grants - Governance - Fundraising strategy - Recruiting volunteers - Registering your organisation - and much more
"The right support, at the right time, at the right level. Invaluable."
Poole Court, Poole Court Drive, Yate BS37 5PP
Tel: 01454 865205
Covering Thornbury, Yate and Chipping Sodbury
Tel: 0117 452 0330
Independent Financial Adviser
The Brew House, Talbots End, Cromhall GL12 8AJ
Tel: 01454 800389
5 Loveridge Court, Frampton Cotterell BS36 2NX
Tel: 0117 230 5077