Top 20 Independent Financial Advisers in Marksbury

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  • Informed Choice (South West) Limited

    Corston
    12
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AISA Retirement Planning

    Saltford
    We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Wealth

    High littleton
    Chartered financial planners, independent, experts in pensions, investments and financial planning.
    58
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jon Fry - Elite Financial Consulting Ltd

    Peasedown st john
    26
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Keynsham
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    55
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Insight Financial Advice Ltd

    Bath
    Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
    239
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jonathon Williams - Beesure Limited

    Bath
    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.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sword Wealth Management Ltd

    Bath
    After many years working in the industry I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
    74
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Bath
    We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    89
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Bath
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    129
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Westfield
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    12494
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Midsomer norton
    After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beckford James LLP

    Bath
    We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
    331
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perennial Wealth

    Bath
    Truly independent financial advice tailored to your needs.
    18
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Combined Financial Strategies Ltd

    Bath
    Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
    37
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning

    Bath
    Invest yourself, Protect yourself, Bee yourself.
    76
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matheson Charles

    Bath
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    21
    £0+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Radstock
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    49
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Bath
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    49
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Bath
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5457
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.