Hello, we're Bunker Riley Financial Planning
Simplifying your financial life
As independent financial advisers, we’ve been providing financial guidance and wealth management services to individuals, families, businesses, and trusts since 1997.
Having spent over 20 years advising our clients on their investment, pension, insurance, mortgage, tax planning and associated financial planning needs, we know how complicated, frustrating and time consuming it can be, even for those with relatively straightforward goals.
But it doesn’t have to be complex, and that’s where we can help.
Our knowledge and experience add value over time, but our clients are happiest when we simplify their financial lives by putting in place straightforward, understandable, easily manageable financial plans to meet their needs. And that’s why we do it. To help our clients avoid common mistakes and give them back the time that they need to get on with the more enjoyable parts of their lives, confident that their finances are under the full supervision of a professional.
So, if your financial life needs some attention, you can rely on us to put in place the structure and support you need to meet your goals and simplify your financial life.
This is what we do
How we help our clients in clear pictures
Plan, Process, Product
You wouldn’t build a house without having first agreed on an architect’s drawing, or without putting in place a project manager to oversee the work. Likewise, the building blocks to financial success include a plan, a proven and overseen process and the right financial products, in that order.
As your financial adviser, we’ll guide you through those building stages, providing you with the greatest chance of getting where you want to be, as efficiently as possible.
Adjustments will also be needed along the way to cater for changes in your life, but we’ll provide the framework and support you need to keep on track.
Focus
Everyone has an outlet for their opinion these days. Whether it’s on TV, in the paper, on websites, blogs or social media, getting information about finance today is easy.
The problem is that with so much information readily available, it’s difficult to know how to take that information and turn it into the right choices for you. It’s easy to get led astray, wasting valuable time, energy and planning based on information that could be irrelevant to your own circumstances and needs.
We’ll help you to filter all of that information and keep you focussed on only the issues that truly have meaning to you, your plan and your goals.
Between you and the big mistake
It’s the mistakes that hurt the most. Mistakes and poor decision making in finance usually end up costing a lot of money and over many years these mistakes can easily wipe out all the benefit of your hard work.
We see people make the same costly mistakes again after again and through our many years of advising we’ve seen most of these mistakes made before, so we usually spot them pretty quickly. If we’re able to stop you from making just one costly mistake, it could be the difference between a good and a bad financial outcome, meeting your life objectives or not.
We’re here to act as your financial counsel, a voice of reason, to stop you from making poor choices and offer you rational and independent guidance at times when you might not be seeing things so clearly.
Sketches courtesy of behaviorgap.com
Could you be one of our clients?
Our service won’t be right for everyone.
We deliver the most value for those wishing to create and nurture long-term advisory relationships, as opposed to those seeking a transactional service.
We’re a small, London based firm, who enjoy providing personable face to face advice and you’ll be the type that prefers this approach over the ‘one shape fits all’ long distance service offered by many of the larger firms.
Although every prospective client of ours will have different personal circumstances for us to consider before we can agree to proceed with them, generally speaking, in order for the cost of our service to offer the best value, we usually assist those with financial assets meeting a suggested minimum.
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