Top 10 Independent (IFAs) & Restricted Financial Advisers in Bath And North East Somerset

Find the best FCA regulated financial advisers in Bath And North East Somerset. Get expert help near you with pensions, investments, retirement planning and more.
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  • Daniel Chard at True Potential Wealth Management

    Midsomer norton
    FCA verified
    As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Chew magna
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    628
    £500k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Bath
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19841
    £250k+
    Can help with
    Pensions & retirement
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  • Retirement Solutions (UK) Ltd

    Bath
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    5863
    £0+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Bath
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    653
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Westfield
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2045
    £100k+
    Can help with
    Pensions & retirement

  • Synthesis Wealth Management

    Chew magna
    FCA verified
    Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
    240
    £100k+
    Can help with
    Pensions & retirement

  • Aisa Financial Planning

    Bath
    FCA verified
    We work hard for those who care about outcomes with a focus on reassurance
    12
    £250k+
    Can help with
    Pensions & retirement

  • Combined Financial Strategies Ltd

    Bath
    FCA verified
    Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
    38
    £100k+
    Can help with
    Pensions & retirement

  • Future Wealth Management

    Corston
    FCA verified
    We’re committed to long-term relationships built on trust, excellent service, and quality advice. Our aim is simple: to give you and your family financial peace of mind for generations.
    < 10
    £0+
    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.