Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Dursley. Get expert help near you with pensions, investments, retirement planning and more
Dursley, Stroud, Gloucestershire
Douglas Steers & Company

Douglas Steers & Company

Dursley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
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
Truly Independent

Truly Independent

Dursley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
302
Minimum
wealth
£50k+
Meet the team
Miles Finch
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Smitton Wealth Solutions Limited

Smitton Wealth Solutions Limited

Dursley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
25
Minimum
wealth
£50k+
Meet the team
Duncan Smitton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
William Highbourne Wealth Management

William Highbourne Wealth Management

Dursley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
755
Minimum
wealth
£150k+
Meet the team
Stuart Hutton
Matthew Kirkham
Pieter Burger
Adam Field
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Meta Advisors Limited

Meta Advisors Limited

Wotton under edge
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Adam Farina
Chloe Dunk
Connor Betteridge
Elliott Simmonds
James McLaren
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Charfield
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
1070
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Falfield
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
1081
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
Flying Colours Advice

Flying Colours Advice

Nailsworth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20146
Minimum
wealth
£150k+
Meet the team
George Tuck
Carl Williams
Liviu Ratoi
David Lemar
Arthur Childs
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Nailsworth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
27
Minimum
wealth
£500k+
Meet the team
Daniel O'Connor
Can help with
Pensions & retirement
Financial planning
Investments
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Nailsworth
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Frequently Asked Questions about Financial Advisers in Dursley