Our mission is simple…
to empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values
Adam Wyrill Chartered FCSI
Director
I’m a seasoned Financial Services Director with a successful track record in founding and managing three thriving financial and mortgage advice startups. My journey has been marked by a relentless pursuit of excellence, with one of these ventures recently acquired by a prominent PLC in 2023. I’m passionate about driving financial empowerment, offering a wide range of financial services to help clients achieve their goals.
As a dynamic leader, I excel in building high-performing teams and fostering innovation while ensuring top-notch customer satisfaction. I’m dedicated to transforming the financial services landscape, making it accessible, transparent, and tailored to each client’s unique needs.
Open to networking and exploring collaboration opportunities, I’m interested in discussing innovative financial solutions, strategic partnerships, or any aspect of the dynamic world of financial services. Let’s connect and explore the possibilities of making a positive impact together
Reasons to
work with us
No-obligation financial advice
Following our initial no-obligation meeting, there is no requirement to work with us
Guaranteed advice
St. James’s Place guarantee the suitability of the advice given by our team of advisers
Resilience and resources
Partner Practice of St. James’s Place, one of the UK’s largest providers of financial advice, entrusted with
£157.5 bn of client funds
502
happy customers
62
million pounds under management
96
positive google reviews
80
years + of combined experience
How we can help
General Financial Planning
Our goal is to help you create a roadmap to financial success that reflects your aspirations
Retirement Readiness
We help you secure your future by making informed choices about your retirement savings and income streams
Budgeting
& Saving
Learn the art of budgeting, saving, and setting achievable financial goals
Getting started is easy, fast and free.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
0117 244 7583
Park Edge, 359A Church Road,
St George, Bristol, BS5 8AQ
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