At Neptune we specialise in meeting the financial planning needs of individuals, families and businesses, predominately in Bristol and the surrounding areas.

We pride ourselves on providing a personal, thorough & friendly service, which in turn gives our clients financial peace of mind. The level of satisfaction may be judged by the fact that many new clients come to us as a result of personal recommendation by existing clients.

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

I hope you find our website informative. Please feel free to browse and if you have any questions please do contact me. I welcome any feedback you may have through our contact us page.

Dave Harris
Director of Neptune Financial Management
Partner of the St. James's Place Partnership