Hollard Wealth Management logo with dark blue text

BUILT ON TRUST.

FOCUSED ON WHAT MATTERS MOST TO YOU.

Helping you to make confident financial decisions, today and for the years ahead.

Founded by Chartered Financial Planner Anthony Holroyd, Holroyd Wealth Management offers thoughtful, relationship-based financial advice to individuals and families across Bristol, North Somerset, the Chew Valley and beyond.

We listen carefully, plan thoughtfully, and guide you with advice that’s personal, measured, and designed to support your goals for years to come.

Logo for Chartered Financial Planner featuring a shield with a sword, unicorn, lion, and an open book, with the text "Chartered Financial Planner"

How We Help

Whatever stage of life you’re in, we’re here to help you plan with confidence.

Retirement Planning

Planning for a secure and fulfilling retirement.

Investment Planning

Building investments aligned to your life plans.

Protection Planning

Protecting what matters most.

Legacy & Estate Planning

Preparing to support the next generation.

SEND Advice

Supporting families with additional needs.

Long Term Care

Planning for care and later life needs

Discover More About Our Services

  • “He helped me understand all aspects of my finances and gave me real peace of mind.”

    – Mr L, Bristol

  • “We now feel confident and stress-free about our financial future.”

    – Mr & Mrs C, wanting to take early retirement, Bristol

  • “It’s been a refreshingly personal and trustworthy experience.”

    – Professional couple, Somerset

  • "Anthony always explains things clearly and never rushes decisions."

    Mrs B, recently widowed, Bristol

  • If, like us, you don’t have much financial knowledge but want trustworthy advice, we’d certainly recommend.

    Mr & Mrs H, first time investors, Bristol

  • “I appreciate the stress-free way he engages with me.”

    – Mrs S, advice on inheritance and proceeds of a Buy to Let, Bristol

  • “I’ve been very pleased with the sustainable investment choices made on my behalf.”

    – Mrs E, environmentally conscious investor, Cornwall

Get in touch today

We’re always here to help. Leave your details and a message below, and we’ll get back to you - typically within 24 hours.

E: helpdesk@h-wm.co.uk

T: 01173 217760

M: 07562 183300

You can view how we use your data in our privacy policy here