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

Find the best FCA regulated financial advisers in Gloucestershire. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free

  • Truly Independent

    Cheltenham
    FCA verified
    Offering a free initial meeting, we provide independent regulated advice focusing on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.
    283
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Emersons green
    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."
    635
    £500k+
    Can help with
    Pensions & retirement

  • Castle Sundborn

    Tetbury
    FCA verified
    When you call on Castle Sundborn, you are dealing with experienced yet approachable individuals who you can rely on for timely and helpful advice for all your financial services requirements.
    82
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • The Private Office

    Rodborough
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37391
    £100k+
    Can help with
    Pensions & retirement

  • Assured Wealth Management

    Bristol
    FCA verified
    We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.
    42
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Chalford
    FCA verified
    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.
    921
    £250k+
    Can help with
    Pensions & retirement

  • Matheson Charles

    Bishops cleeve
    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.
    384
    £0+
    Can help with
    Pensions & retirement

  • Hiren Patel at Arcus Wealth

    Yate
    FCA verified
    I'm an Independent Financial Adviser to families & business owners in Bristol & the Southwest. Working with Arcus means you'll be working with an multi award-winning firm with whole of market access, which truly mean the advice is truly about you.
    96
    £50k+
    Can help with
    Pensions & retirement

  • Meta Advisors Limited

    Churchdown
    FCA verified
    Meta Advisors Limited has been providing financial advice for over 12 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.
    18
    £250k+
    Can help with
    Pensions & retirement

  • Daniel O'Connor Abacus Advisers

    Nailsworth
    FCA verified
    A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
    24
    £500k+
    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.