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Top 10 Independent (IFAs) & Restricted Financial Advisers in Long Ashton

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

Churchill Wealth Management

Long ashton
FCA verified
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
76
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Abbots leigh
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."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Bristol
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.
Clients
helped
981
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Tom Henshaw - True Potential Wealth Management

Tom Henshaw - True Potential Wealth Management

Bristol
FCA verified
Helping you navigate the murky world of our financial system and empowering you to harness technology to better reach your financial goals.
Clients
helped
48
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Bristol
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.
Clients
helped
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Bristol
FCA verified
I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped
405
Minimum
wealth
£0+
Can help with
Pensions & retirement
Truly Independent

Truly Independent

Bristol
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.
Clients
helped
293
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Jonathon Williams - Beesure Limited

Jonathon Williams - Beesure Limited

Bristol
FCA verified
I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped
57
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Truly Independent

Truly Independent

Bristol
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.
Clients
helped
293
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Synthesis Wealth Management

Synthesis Wealth Management

Bristol
FCA verified
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
244
Minimum
wealth
£100k+
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.

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