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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
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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
223
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
Wealth Guide

Wealth Guide

Bristol
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
91
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Octopus Money

Octopus Money

Bristol
Initial consultation free
FCA verified
Restricted
Octopus Money is on a mission 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.
Clients
helped
123
Minimum
wealth
£250k+
Meet the team
Ashley Thomas-Walsh
E
Can help with
Insurance & protection
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Bristol
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1180
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Coronation Wealth Management

Coronation Wealth Management

Bristol
Initial consultation free
FCA verified
Restricted
Chris Symonds has been providing financial advice for over 10 years. At Coronation, we provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Agustina Coccaro
Chris Symonds
Carl Bowden
Finian Cullen
Winnie Stone
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Fidelius Ltd

Fidelius Ltd

Bristol
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
189
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Bristol
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
148
Minimum
wealth
£500k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Hanham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12220
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
Churchill Wealth Management

Churchill Wealth Management

Bristol
Initial consultation free
FCA verified
Independent
Experts in Investments & Pensions We specialise in tailored financial advice, with a focus on investments and pensions. Our priority is to deliver a truly personal service and build long-term relationships. Contact us for a no obligation discussion.
Clients
helped
88
Minimum
wealth
£150k+
Meet the team
Rebeca Barrett
Tim Ewins
Kate Holland Smith
Matthew Barrett
Antony Walsh
+1
Can help with
Pensions & retirement
Financial planning
Investments
Long Term Care
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
1587
Minimum
wealth
£1m+
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
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Frequently Asked Questions about Financial Advisers in Bristol