OUR SERVICES

What We Can Help You With

We provide comprehensive financial advice, covering pensions, investments, life insurance, inheritance tax planning, and retirement planning. As a holistic financial planning firm, we offer support wherever it’s needed, for both personal and business clients. We build long-term relationships with our clients, guiding them from the early stages of wealth accumulation to estate planning and working with their beneficiaries.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Truestep Financial Planning is not a business in it’s own right, it is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Business Financial Planning:

Running a business is demanding, and navigating financial planning should not add to your stress. That’s where we come in. Our tailored advice supports companies in the following areas:

  • Shareholder & Key Person Protection
  • Director Pensions (SIPPs, SSASs)
  • Succession & Inheritance Tax Planning

We understand that directors often have unique retirement goals, and we offer pension solutions to meet those needs.

Personal Financial Planning:

Financial planning is personal, and we’re here for you every step of the way. Whether it’s planning for retirement, building an investment strategy, or securing your family’s future, we offer:

  • Tailored Savings & Investment strategies
  • Life, Illness, and Income Protection
  • Comprehensive Pension & Retirement Planning
  • Inheritance Tax mitigation strategies

We provide bespoke advice tailored to your individual circumstances, with access to a wide panel of providers.

TESTIMONIAL

What Our Client Say

Reviews and Ratings for Financial adviser Andrew Finn, Bristol

What could they have done better?
Nothing

What were the circumstances that caused you to initially look for an adviser?

Getting older and needing to take action

How has Andrew Finn helped you?

Sorted out my myriad of pensions and chosen the best way forward for the best income in retirement

Have you seen the outcome you were hoping for?
Not retired yet but it’s looking good!

What were the circumstances that caused you to initially look for an adviser?
Change in job

How has Andrew Finn helped you?
Moved all of my pensions into one pot and moulded the level of risk to exactly what I want.

Have you seen the outcome you were hoping for?
Yes, so far my pension pot has increased!

What could they have done better?
N/A

What were the circumstances that caused you to initially look for an adviser?
To explore options on consolidating my different workplace pensions.

How has Andrew Finn helped you?
Andy not only helped me understand the process but more importantly how it benefitted me to combine them and have a clearer picture of my future financial needs.

Have you seen the outcome you were hoping for?
Yes absolutely, really pleased to see different pots come together alongside others that for financial benefit reasons stay as is.

What could they have done better?
Very happy with the financial advice and support.

What were the circumstances that caused you to initially look for an adviser?
Looking to consolidate my pensions

How has Andrew Finn helped you?
Given me valuable advice and an insight into my risk profile to ensure my money is invested as it should be going forward

Have you seen the outcome you were hoping for?
Funds have only just transferred but it was a quick process and I am very grateful for all the help Andrew gave me

What could they have done better?
Everything was great thank you

What were the circumstances that caused you to initially look for an adviser?
Requirement of my pension

How has Andrew Finn helped you?
Was able to take my tax free lump sum and invest remainder

Have you seen the outcome you were hoping for?
Yes

Your journey with Truestep Financial Planning:

Wondering how working with a financial planner works? Our process is divided into six clear steps, beginning with getting to know you, your unique goals, and what’s important to you. From there, we can start crafting a personalised plan together.