Impartial Advice

Bishopsgate is a firm of independent of financial advisers specialising in the provision of strategic financial planning advice and investment management services for individuals. Our independent status means that we can advise on products from the whole market. Our advice is impartial and unrestricted enabling us to consider the widest possible range of products and solutions for our clients.

We are part of the In Partnership Network which provides us with the support necessary to deliver our services efficiently and cost effectively. The Network also benefits from the backing of Russell Investments ensuring superior financial stability.

Client retention is important to us and to this end, our approach to managing clients' financial affairs adheres to three key principles: -

Client satisfaction and retention sit at the core of our culture.  We see our relationship with clients as being a partnership which we hope will last for many years. 

We believe fundamentally that everyone should have access to expert financial advice and for this reason, we do not set minimum investment amounts.  Our service is tailored to meet your needs and objectives.    

We understand that you have a choice when deciding who you appoint to help you with your financial planning affairs and your business and support is recognised and appreciated by us.