Independant Financial Advice in Bristol
At Purple Fox Financial Planning, we provide clear, independent financial advice in Bristol and across the South West. Whether you’re planning for retirement, looking to invest, or seeking tax-efficient strategies, our mission is to give you the confidence to make smart financial decisions that last a lifetime.
Book Your Free Consultation today and start building a stronger financial future.
Why Choose Purple Fox for Financial Advice in Bristol?
We believe financial advice should be straightforward, transparent, and tailored to your goals. As an Independent Financial Adviser (IFA), we are not tied to any provider — meaning we recommend the best solutions for you, not for us.
Our approach is centred around:
Meet Tom – Your Bristol Financial Adviser
Tom de Burgh Williams, Chartered Financial Planner and Fellow of the Personal Finance Society, founded Purple Fox Financial Planning in 2024 with one goal: to provide genuinely client-focused financial advice in Bristol.
With nearly 25 years in the industry, Tom brings deep expertise in:
Tom began his career in paraplanning, before becoming a Financial Planner in 2005 and achieving Chartered status in 2008 — one of the profession’s highest recognitions. Over the years, he has worked with leading wealth management firms across the UK. But he saw first-hand how many firms prioritised profit and new clients over personalised planning.
That’s why Purple Fox was created — so every client receives direct, ongoing support from their adviser, not delegated to someone in the background.
Our Client-Focused Philosophy
We’re not just here to give you advice once a year — we’re here to walk with you through every stage of your financial journey.
Our services include:
Transparent Fees
We believe in complete transparency. That’s why we publish our charges clearly — so you know exactly what to expect.
About Purple Fox
Although we are based in Bristol, our clients come from across the South West and beyond. We are committed to providing the same high-quality service whether you’re local or further afield.
Tom is also proud to be part of the Bristol community. Outside of work, he enjoys golf at Henbury Golf Club, cycling, and spending time with his wife Anja, daughter Amber, and their two dogs, Pebbles and Peaches.
Start Your Financial Advice Journey Today
Ready to take control of your financial future?
Schedule your complimentary consultation with Purple Fox Financial Planning today. We’ll show you how our independent, client-first approach can help you:
FAQs – Financial Advice in Bristol
Do you only work with clients in Bristol?
No, while many of our clients are based in Bristol and the South West, we also work with people across the UK.
What makes your advice independent?
As an Independent Financial Adviser (IFA), we are not tied to any providers or products, meaning our advice is impartial and tailored entirely to you.
How do I know what it will cost?
We are fully transparent on fees. You can view our fees page here.