Find an Independent or Restricted Financial Adviser

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

We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.

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.

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

We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

We make the complex understandable, take all the time you need and deliver value for money.

Bower is an award winning financial advice firm providing bespoke wealth guidance across pensions, investments, estate planning and long term financial strategy, helping families and professionals make confident, well informed decisions.

Chapel Wealth Management has been providing financial advice for over 25 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.

With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.