We Help You Achieve Your Goals

Our aim is to help you plan for the future through the ongoing management of your financial resources.

By taking a holistic view of our client’s financial situation we can help address financial priorities and goals - be they cash flow forecasting, investment advice, wealth management, retirement planning, estate & inheritance tax planning, tax mitigation, protection requirements or a combination of these.

We work with a select number of individuals in a close, long term professional relationship. This allows us to take time to understand fully your priorities, motivations, ambitions, concerns and responsibilities.

Financial planning is a dynamic process, which needs to reflect changing circumstances. With this in mind we have developed a stage process, which provides the framework for our discussions. This will ensure that the advice we offer is specifically designed to help you achieve what is of importance to you.

For more information please click on the diagram and follow the links.

We are totally independent fee based advisers who put our clients interests first at all times.

We have established close links with a select number of professional firms to assist us in providing a comprehensive service to our clients in specialist areas such as tax and legal matters.

Piercefield’s principal adviser, Stephen Willis, is a committed member of the Institute of Financial Planning and has achieved the accreditation of Certified Financial Planner, as well as holding the professional qualification of Chartered Associate (ifs) School of Finance and Professional Investment Certificate. Stephen is also a member of the Institute of Directors and has served as a local committee member for Bristol.

Piercefield’s clients cover a wide area, including but not exclusively, Bristol, London, Bath, Cheltenham, Cirencester, Gloucester, Hereford, Monmouth and Newbury.

We invite you to look through our website and hope we can be of assistance.