About Us

Established in 2013, the team at Tristan Brodbeck Financial Planning has over 20 years experience in providing practical financial planning advice to people, families and businesses in South Manchester and the surrounding area.

We help you make the most of your money by providing a completely independent and unfettered professional financial planning service. We provide advice across a wide range of services including investments, retirement planning, tax planning, savings, mortgages and protection.

We are committed to putting you at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand your individual needs and helping you set up tailored financial plans to address those needs.

We pride ourselves on the friendly and approachable nature of our advisers and staff, and on being an integral part of the local community.

Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward: you tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.