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

Find the best FCA regulated financial advisers in Bristol. Get expert help near you with pensions, investments, retirement planning and more
Bristol, City Of Bristol, West Of England, Cymru Wales
M&C Financial Planning

M&C Financial Planning

Bristol
Initial consultation free
FCA verified
Independent
I provide clear, straightforward financial advice to help you understand your current position, simplify your finances, and make confident decisions about your future.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Matthew Holmes
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Douglas Steers & Company

Douglas Steers & Company

Bristol
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10573
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Bristol
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
196
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Bristol
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1056
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Mather and Murray Financial

Mather and Murray Financial

Bristol
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3083
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Cleeve Financial Planning

Cleeve Financial Planning

Bristol
Initial consultation free
FCA verified
Restricted
Cleeve Financial Planning provides financial advice for those seeking retirement planning & investment advice. We empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values.
Clients
helped
16
Minimum
wealth
£100k+
Meet the team
Tim O'Loughlin
Ben Wilson
Kieran O'Connor
Tom Williams
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Bristol
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10573
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Bianca Dupont Wealth Management

Bianca Dupont Wealth Management

Bristol
Initial consultation free
FCA verified
Restricted
I help people feel confident about their financial future through clear, personal advice. From investment planning & retirement strategy to protecting what matters most. My approach is thoughtful, long term and always focused on you.
Clients
helped
33
Minimum
wealth
£0+
Meet the team
Bianca Dupont
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Bristol
Initial consultation free
FCA verified
Restricted
Helping clients plan for their financial future and build long term security for themselves and their families.
Clients
helped
422
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Bristol
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1056
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Frequently Asked Questions about Financial Advisers in Bristol