About Lampiers Financial Planning
Financial planning for the life that matters first
At Lampiers Financial Planning, we stay focused on what truly matters—helping you achieve your goals, protect your loved ones, and build long-term financial security. Our client-focused approach puts your needs, values, and vision at the centre of everything we do.
Our Story
Lampiers has roots stretching back over 80 years, initially in general insurance. Bristol-based Lampiers Financial Planning was established in 1988 and has supported individuals, families, and business owners for over 35 years. Our long-standing legacy reflects a deep commitment to building trust and delivering personalised, client-focused advice that evolves with you.
Putting Clients First in Every Financial Decision
Financial planning has changed significantly in the last two decades. Rather than focusing solely on products or investments, our advice centres on solutions that align with your life goals.
We follow a simple yet powerful model:
- We Listen – First, we take the time to truly understand your dreams, challenges, and values.
- We Plan – Then, we craft a bespoke financial strategy tailored to your life stage and priorities.
- We Partner – Most importantly, we build lasting relationships, guiding you through every step of your financial journey.
This client-focused approach ensures your financial plan is not only practical but also deeply personal—something no online tool or algorithm can replicate.
A Team-Focused Service Built for the Future
In an industry facing an ageing workforce, we’ve built a team for tomorrow. Our dynamic and forward-thinking financial planners bring fresh perspectives, supported by a reliable and dedicated operations team.
- Seamless Service – Even if one of our team is away, there is always someone who knows your situation and is ready to help.
- Collaborative Support – We work together to deliver consistent, client-focused service at every stage.
Chartered Excellence
As an independent Chartered Financial Planning firm, we proudly meet the highest standards of professionalism and ethics.
- Expert Advice – Chartered status demonstrates our commitment to quality and depth of knowledge.
- Ongoing Learning – Our team actively pursues continuous development to stay ahead of industry changes and deliver the best outcomes for our clients.
How We Help
At Lampiers, we don’t just provide financial products—we build strategies around your life. Whether you’re a business owner managing complex finances, a family planning your legacy, or someone approaching retirement, we design every plan with your personal goals in mind.
Our areas of expertise include:
- Retirement Planning – We help you build a clear, tax-efficient retirement income strategy to support the lifestyle you want.
- Inheritance Tax Planning – Our advice ensures you pass on wealth effectively and efficiently.
- Business Owner Planning – We simplify the financial complexity of running a business while securing your personal finances.
- Family Wealth Management – We support your family’s financial wellbeing, now and for future generations.
Why Choose Lampiers Financial Planning?
Trusted Legacy – With over 80 years of history and over 35 years of financial planning expertise, we’ve built a reputation for trust and reliability.
Personalised Advice – Every plan reflects your unique circumstances and goals.
Client-Focused Values – Your interests always come first.
Proactive Partnership – We adapt your plan as life evolves, staying by your side every step of the way.
Take the Next Step
Your financial journey deserves more than a one-size-fits-all solution. At Lampiers, we provide client-focused financial planning that gives you confidence today and peace of mind for tomorrow.
Contact us today to schedule your consultation and take control of your financial future.