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

Our goal is to deliver high quality advice to both personal and commercial clients.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

We provide a free update & advice service to help you understand your plans.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Proud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.

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.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.