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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  • Matheson Charles

    Bath
    FCA verified
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    383
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Radstock
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    Can help with
    Pensions & retirement

  • Perennial Wealth

    Saltford
    FCA verified
    Truly independent financial advice tailored to your needs.
    136
    £250k+
    Can help with
    Pensions & retirement
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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

  • One Four Nine Group

    Bathford
    FCA verified
    Welcome to One Four Nine Group. We are a nationwide, independent financial advice and investment management group.
    78
    £250k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Bath
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1634
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Bath
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    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

  • Cole Gunning - Financial Adviser

    Midsomer norton
    FCA verified
    Proud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.
    35
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Bath
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    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.