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Top 10 Independent (IFAs) & Restricted Financial Advisers in North Somerset

Find the best FCA regulated financial advisers in North Somerset. Get expert help near you with pensions, investments, retirement planning and more
North Somerset
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Synthesis Wealth Management

Synthesis Wealth Management

Chew Magna
Initial consultation free
FCA verified
Independent
Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped
250
Minimum
wealth
£100k+
Meet the team
Jonathan Barnes
Samantha Skuse
Simon Honer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Cover Direct

Cover Direct

Bristol
Initial consultation free
FCA verified
Independent
Specialist protection and PMI advice for you, your family and your business — Life, Critical Illness, Income Protection, PMI. Whole of market: 18 insurers + 6 healthcare providers. Meetings when it suits you, no obligation, no pressure, no jargon.
Clients
helped
Recently added
Minimum
wealth
£0+
Meet the team
Can help with
Insurance & protection
Tax & trust planning
Business
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Clevedon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11821
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
Titan Wealth

Titan Wealth

Bristol
Initial consultation free
FCA verified
Independent
Titan Wealth provides personalised financial planning and investment advice to individuals, families, and business owners across the UK.
Clients
helped
3887
Minimum
wealth
£250k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Synthesis Wealth Management

Synthesis Wealth Management

Bristol
Initial consultation free
FCA verified
Independent
Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped
250
Minimum
wealth
£100k+
Meet the team
Jonathan Barnes
Samantha Skuse
Simon Honer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Clevedon
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
411
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
Chapelwood Financial Planning Ltd

Chapelwood Financial Planning Ltd

Weston Super Mare
Initial consultation free
FCA verified
Independent
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Clients
helped
15
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Weston Super Mare
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
417
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
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
11821
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
Douglas Steers & Company

Douglas Steers & Company

Portishead
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11821
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
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Frequently Asked Questions about Financial Advisers in North Somerset