Welcome to Neptune Financial Management Ltd
Partners in managing your wealth
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