Top 10 Independent (IFAs) & Restricted Financial Advisers in Yate And Pickup Bank

Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape

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.

We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

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.