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Ria Coles

Ria Coles

Financial Planning Director

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Bristol

About me

I have worked in Financial Services now for over 18 years after deciding very early on in my career that the role of a Financial Adviser was, to me, the perfect combination of numbers and people. I spent several years working for an offshore investment company based in the Isle of Man and Dublin, before setting up my own wealth management firm around 7 years ago. In 2020 I merged this business with Brunel Wealth after finding a wonderful group of people with whom I share the same ethos and opinions on standards of client care.

I was lucky enough to be a finalist in 2 categories of the Women in Financial Advice Awards in 2020 (Financial Adviser of the Year – South West and Investment Adviser of the Year – South West) and am an associate member of the Society of Later Life Advisers

My clients are at the heart of everything I do and my greatest satisfaction comes from knowing that I have helped a client on a path to their goals whether that is planning a retirement, financial security, growing their wealth or simply providing clarity and ‘taking a weight off their mind’.

I have helped many clients and their families during various significant stages of their lives such as divorce, loss of loved ones, retirements and later life events, and work as their advocate to help them through such changes and beyond.

My details

I like helping people on:

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Divorce

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Pensions - I’m approaching retirement

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Inheritance planning

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Later life care

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee