Company Information

Get to know Bridgewell Financial

Bridgewell Financial is a firm of financial planners based in Bristol, UK, providing bespoke financial advice to individuals and families primarily in the South West region. The company focuses on building long-term client relationships to help them achieve their financial goals, offering services that cover retirement planning, investment strategies, insurance and protection, and estate planning. Bridgewell Financial operates as a trading name of Quilter Financial Planning Limited, which is part of the Quilter Financial Planning network, one of the UK's largest networks of financial advisers.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Bridgewell Financial

Canada

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.