Pedro Bonillo-Farias
DipPFS Cert CII (DM)
Based in North Somerset, I provide wealth management advice to clients in the South West of England and Wales and often nationally.
About
Prior to joining St. James's Place Wealth Management, I spent 11 years working in high-street financial institutions. During this time I helped hundreds of clients to grow their wealth, protect it from tax and achieve their financial goals. I can truly say I have found my vocation in financial planning.
My main priorities are always that you are extremely satisfied with my service and that you understand the advice I will give you.
Fundamentally I see my approach as one of problem solving for the client. As a result, you can expect to receive the most comprehensive and appropriate advice at all times. Advice that considered all the complexities of your individual situation.
Being able to reflect upon a client’s financial journey and know that I have had a role in enabling them to feel happy that they have achieved their goals sooner than expected. Or, helped them to make a dream come true - usually, one which was considered by them originally as ‘a bonus’ or ‘out of reach’. Or, often, giving clients peace of mind by helping to create a better situation for their children, is something very special, and something that I always strive towards.
I am committed to ensuring that my industry knowledge remains relevant and up to date by placing a strong emphasis on my personal development, This, along with the pride and dedication that I put on developing genuine personal relationships with my clients, ensures that am I able offer a reliable source of ongoing advice for you, for your family or for your business.
Outside of my business, I am a husband and a father of three wonderful children. I am also a keen cyclist.
Charity is also important to me and I regularly participate in sponsored sports events to raise money for different charities.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
