Top 20 Independent Financial Advisers in Bristol

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  • True Potential Wealth Management LLP

    Bath
    We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
    57
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nicholls Stevens (Financial Services) Ltd

    Bristol
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ovation Finance Limited

    Bristol
    Chartered Financial Planners
    93
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Domus Financial Services

    Bristol
    Working with you to achieve your financial goals and giving you the peace of mind and freedom that comes with financial security and stability.
    19
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Comera Financial Consulting

    Bristol
    Unique financial advisers who use original, resourceful thinking. We work closely with our clients to understand and achieve their goals.
    74
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifton Financial Planning Ltd

    Bristol
    Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
    11
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Bristol
    We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
    17
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bristol
    Your personal wealth. Our personal responsibility.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bristol
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    97
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holborn Assets Limited

    Bristol
    I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
    10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Hartsfield

    Bristol
    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.
    461
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Bristol
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    14
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Bristol
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    12
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Bristol
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    11
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Hardingstone
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    102
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lampiers Financial Planning

    Bristol
    Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements
    30
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Montpellier Asset Management

    Bristol
    A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Bristol
    2020 - Voted Best Adviser Firm in the South-West & Wales - Professional Adviser Awards and Best Wealth Management Adviser - Bankhall Awards
    144
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neales Financial Management Ltd

    Bristol
    Let us help you plan for the future
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Bristol
    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.
    42
    £20k+
    7.0
    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.