BRAGAGNINI ASSOCIATES FINANCIAL SOLUTIONS

Bragagnini Associates Financial Solutions is a high-quality financial advisory business specialising in wealth management, investments and corporate finance solutions. All our advisers are qualified to industry standards and have a wealth of experience. Some of our advisers choose to specialise in certain areas of financial planning, so whether it’s pension, mortgage or investment advice you need, we are here to help.

HANDHELD FINANCIAL SOLUTIONS

Our ethos is ‘Handheld Financial Solutions’ and that is exactly what we do. All of our advisers share the view that it’s you, our client, who is most important. Client relationships are at the centre of working alongside you, to help you achieve your financial goals now and in the future. It’s a long term relationship that will build over time.

We will guide you through the available options and design solutions for your own personal needs now and in the future. Successful planning doesn’t happen overnight; it takes time and trust. At Bragagnini Associates Financial Solutions, you’re in good hands.

The guidance on this website is subject to the UK regulatory regime and is intended for the use of UK residents only.

Bragagnini Associates Financial Solutions is entered on the FCA register (www.fca.org.uk/register/) under 515509. The Financial Conduct Authority does not regulate all of the services we provide. Please ensure you read our About Us document, Complaints document and our Privacy Terms.

Bragagnini Associates Financial Solutions Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority

WHY USE AN INDEPENDENT FINANCIAL ADVISER

An independent financial adviser could save you thousands of pounds, particularly in today’s volatile financial world.

Looking after your money and planning for your future needs can be daunting and it’s so important to have independent, trusted advice.

A good financial adviser can offer you expertise on so many different areas of your financial planning and can add value to your future in a variety of ways.

Bragagnini Associates Financial Solutions recognise that all our clients have very different needs and we will tailor solutions to your individual circumstances and future goals.

We are dedicated to the future financial welfare of our clients and call it Handheld Solutions.

HOW WE OPERATE

Bragagnini Associates Financial Solutions Limited is a fast-growing firm of new generation financial planners.

We recognise that all our clients have very different needs and objectives.

After an initial meeting to find out about you, your circumstances and future financial goals, we will research the marketplace to find a bespoke solution to help you achieve your objectives.

We will then present our recommendation to you in a clear and easy to understand format.

We recognise the fact that life changes and therefore we recommend you take advantage of regular reviews to keep your plans on track.

At Bragagnini Associates Financial Solutions Limited, we have a variety of service options and we are confident that one will suit you.

We call it Handheld Financial Solutions.

WHO CAN WE HELP?

PERSONAL SOLUTIONS

Tax Planning*

Retirement & Pension Options

Post-Retirement Planning

Investments

Mortgage Advice

Family Protection

Estate Planning & Inheritance Tax Mitigation *

* Tax planning and inheritance tax planning are not regulated by the Financial Conduct Authority.

BUSINESS SOLUTIONS

Employee Benefit

Corporate Financial Planning

Commercial property transactions*

Shareholder & Partnership Protection

Succession Advice

Key Person Protection

* Some forms of commercial lending are not regulated by the Financial Conduct Authority.

Talk to us whatever your needs are. We are here to help.

WHY USE US?

Handheld service throughout

Creative and Innovative Solutions

Exclusive Products Available

Competitive Fee Structure

Independent Advice

Access to Whole of Market for Mortgages, Pensions and Investments

Succession Advice

Family Protection

Competitive General Insurance Solutions

Business Financial Planning

Bragagnini Associates Financial Solutions Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
Bragagnini Associates Financial Solutions Limited registered number 07012745 is registered in England and Wales at 3rd Floor, 70 Gracechurch Street, London EC3V 0HR.
This website is aimed at UK residents only.

Approved by In Partnership FRN 192638 March 2024

© 2022 Bragagnini Associates Finance Solutions