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

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.

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.

If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.

We are passionate about helping you achieving your financial goals at whatever stage you are in life. We understand that the key to a long-term financial planning relationship is based on honesty, explaining things clearly, and independent advice.

We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.

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.

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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.

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.