Neptune Financial Management Ltd

Neptune Financial Management Ltd At Neptune we specialise in meeting the financial planning needs of individuals, families and businesses alike.

Neptune Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is regulated and authorised by the Financial Conduct Authority).

29/11/2024

Big/Great news...

Its beginning to look a lot like Christmas πŸŽΆπŸŽ…πŸŽΆHAPPY CHRISTMAS AND A HEALTHY AND PROSPEROUS NEW YEAR TO YOU ALL ❄⛄❄⛄❄
19/12/2021

Its beginning to look a lot like Christmas πŸŽΆπŸŽ…πŸŽΆ
HAPPY CHRISTMAS AND A HEALTHY AND PROSPEROUS NEW YEAR TO YOU ALL ❄⛄❄⛄❄

So, 20 years ago, having been made redundant; together with my business partner Russell (RIP Russ), I started Neptune'. ...
17/09/2021

So, 20 years ago, having been made redundant; together with my business partner Russell (RIP Russ), I started Neptune'.
In the wake of "9/11" (which I had spent painting the skirting boards in our soon to open office) it sure was an interesting time to be kicking off a new business in financial services and yet here we are twenty years down the line, still helping all our lovely clients to make and manage their money.
Thank you to everyone - colleagues, clients and family - who have been along for the ride. It's been (and continues to be) a pleasure.
And an especially BIG thankyou to Alison, who stepped in to "help out", when Russell died, in 2004 and 17 years later was still here putting up with me. You'd get a shorter sentence for murder! πŸ˜‰
Here's to the future. Cheers πŸ₯‚
Dave

Hope everyone is keeping safe and well in these challenging times. Can't help thinking the summer-like weather is helpin...
25/04/2020

Hope everyone is keeping safe and well in these challenging times. Can't help thinking the summer-like weather is helping A LOT with making lock-down bearable 🌞

24/08/2018

A monthly review of investment performance and portfolio allocations for our range of funds.

Don't wait.....start saving NOW
22/08/2018

Don't wait.....start saving NOW

Making an early start is the most important factor in saving for the future.

21/04/2018
Budget 2017 news
23/11/2017

Budget 2017 news

The chancellor has delivered his first Autumn Budget. This focussed heavily on the wider economic position for the country, with a number of positive initiatives targeted at the housing market. There were no significant changes that affect mainstream investments or pensions.

An example of our Weekly Market Bulletin. Please let us know if you would like this emailed to you every week.
25/09/2017

An example of our Weekly Market Bulletin. Please let us know if you would like this emailed to you every week.

Janet Yellen launched the reversal of QE in the US, Angela Merkel won a fourth election victory, and Theresa May laid out her Brexit vision in Florence.

21/09/2017

In this video, CIO Chris Ralph discusses investing against the backdrop of potentially perilous geopolitics and shifts in monetary policy.

13/04/2017

If your pension savings are to be converted into a flexible income when you retire, you must think carefully about making the right investment decisions.

Let us know if you'd be interested in receiving weekly market bulletins, to keep you informed on what's going on in the ...
12/04/2017

Let us know if you'd be interested in receiving weekly market bulletins, to keep you informed on what's going on in the financial world.
By the way, this is completely free.

UK financial regulators have opened an investigation into Barclays boss, Jes Staley, over his part in a whistleblowing inquiry. Β  Uber’s head of communications has become the latest executive to leave the embattled ride-sharing firm. No reason has been given for her resignation, ...

Address

8 Kellaway Avenue
Bristol
BS67XR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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