Top 10 Independent (IFAs) & Restricted Financial Advisers in Gloucestershire

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  • Anil at Future Planning Wealth Management

    Bristol
    FCA verified
    We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
    26
    £0+
    Can help with
    Pensions & retirement

  • Charters Private Wealth

    Moreton in marsh
    FCA verified
    Are you finding managing your finances daunting? If so, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    44
    £500k+
    Can help with
    Pensions & retirement

  • Greg Charlton - True Potential Wealth Management

    Bristol
    FCA verified
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    125
    £100k+
    Can help with
    Pensions & retirement
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  • Continuum Financial Services LLP

    Bradley stoke
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.
    77
    £50k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Up hatherley
    FCA verified
    Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you. Truly personal wealth and investment management services for a life well planned.
    31
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Bitton
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1398
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Yate
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27310
    £50k+
    Can help with
    Pensions & retirement

  • Alexander House Financial Planning Ltd.

    Hardwicke
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1820
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Charfield
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    379
    £250k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Gloucester
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    233
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.