Nicholls Stevens Financial Services

 		Telephone: 0117 9290456
Fax: 0117 9225919

E-mail us

Mailing address:
Nicholls Stevens Financial Services
9 St Augustines Parade
Bristol
BS1 4UT
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  Our Services
Nicholls Stevens Financial Services can advise you on:
Annuities

Building Society accounts

Childrens’ savings plans

Critical illness cover

Drawdown schemes

Ethical investment funds

Equity release

Executive Pensions

Final salary pension scheme

Friendly Society products

Gilts

Group life

Guaranteed Income bonds

Health insurance

Income Protection cover

Inheritance tax planning

Investment Trusts

Investment bonds

ISA’s

Life cover

Long term care

Money Purchase pension schemes

Mortgages

National Savings

Occupational Pensions

OEIC’s

Open market option pensions

Permanent health insurance

PEP review

Personal pensions

Retirement annuities

Second hand Endowments

Small Self administered schemes

Stakeholder Pensions

TESSA only ISA (TOISA)

Unit Trusts

VCT’s

 
  Advice for you An initial meeting is arranged to establish the client's financial needs and review existing policies and investment portfolio. A report is then prepared and if accepted Nicholls Stevens set up and administer the scheme.

Ongoing advice is essential and this is achieved by half-yearly valuations and reports which monitor performance and review any changes in the clients circumstances.

  
  Who we are We are a friendly team of ten people who have worked together for many years, over 25 years in three cases. Our offices are in the heart of what used to be the banking sector of Bristol. Now it is full of bars! Our offices are in a 17th century building where it is rumoured that Coleridge may have written part of the Rhyme of the Ancient Mariner. If you visit our boardroom you may be sitting on the very site !

 
  Get To Know Us The best way to find out if you need our service is to try it by visiting us for a review of your existing financial affairs and then decide where to go from there.